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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,153 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $15,547 |
TRISTAR PENSION LTD10+ years Filed as: TRISTAR PENSION, LTD. Service code 13 · EIN 75-1553813 9150 N MAY AVE SUITE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $8,418 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,590 | $102,422-46.7% | $147,117-62.9% | $80,959-32.6% |
| Participation rate | 47.3% | 75.9%-28.6pp | 82.2%-34.9pp | 67.7%-20.4pp |
| Annual return | 11.64% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $788 | $3,717-78.8% | $4,932-84.0% | $2,757-71.4% |
| Participant deferral / active EE | $2,876 | $6,652-56.8% | $8,065-64.3% | $4,300-33.1% |
| Admin fee / account holder | $341 | $7,953-95.7% | $12,993-97.4% | $6,925-95.1% |