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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,999 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,454 |
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 | $55,580 | $27,632+101.1% | $61,452-9.6% | $68,486-18.8% |
| Participation rate | 42.0% | 39.5%+2.5pp | 52.6%-10.5pp | 67.9%-25.9pp |
| Annual return | -17.83% | -13.24%-4.6pp | 338.96%-356.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $916 | $696+31.6% | $1,160-21.0% | $2,597-64.7% |
| Participant deferral / active EE | $1,819 | $1,264+43.9% | $2,125-14.4% | $4,028-54.8% |
| Admin fee / account holder | $442 | $2,010-78.0% | $2,131-79.3% | $5,404-91.8% |