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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $228,945 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $87,710 |
Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $80,975 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $18,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,318 | $122,219-35.1% | $147,096-46.1% | $199,921-60.3% |
| Participation rate | 65.8% | 78.3%-12.4pp | 82.2%-16.3pp | 72.0%-6.2pp |
| Annual return | 28.29% | 30.59%-2.3pp | 419.75%-391.5pp | 34.28%-6.0pp |
| Employer contribution / active EE | $2,807 | $4,096-31.5% | $4,936-43.1% | $3,035-7.5% |
| Participant deferral / active EE | $6,458 | $8,503-24.0% | $8,071-20.0% | $5,089+26.9% |
| Admin fee / account holder | $344 | $179+91.8% | $13,005-97.4% | $269+27.6% |