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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,057 |
Filed as: PROSPERA FINANCIAL SERVICES INC Service code 27 5429 LBJ FREEWAY STE 750 · DALLAS, TX 75240 | Advisory (Plan) | $16,263 |
DEFINITI LLC3+ years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $8,444 |
LOREN D. STARK COMPANY1 year Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $3,953 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,358 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,003 | $78,562-41.4% | $105,608-56.4% | $74,429-38.2% |
| Participation rate | 55.4% | 72.8%-17.4pp | 75.3%-19.9pp | 67.2%-11.9pp |
| Annual return | 14.13% | 15.94%-1.8pp | 116.50%-102.4pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $1,463 | $2,521-42.0% | $3,167-53.8% | $2,625-44.3% |
| Participant deferral / active EE | $2,478 | $4,321-42.7% | $5,010-50.5% | $4,348-43.0% |
| Admin fee / account holder | $316 | $2,217-85.7% | $11,028-97.1% | $1,944-83.8% |