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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 | $18,216 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $16,690 |
TRISTAR PENSION LTD11+ years Filed as: TRISTAR PENSION, LTD. Service code 13 · EIN 75-1553813 9150 N MAY AVE SUITE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $2,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $412 |
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.)
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 | $58,910 | $82,133-28.3% | $147,318-60.0% | $64,097-8.1% |
| Participation rate | 48.1% | 62.3%-14.1pp | 82.1%-33.9pp | 55.2%-7.0pp |
| Annual return | 16.26% | 78.78%-62.5pp | 70.43%-54.2pp | 34.64%-18.4pp |
| Employer contribution / active EE | $775 | $2,872-73.0% | $4,593-83.1% | $1,891-59.0% |
| Participant deferral / active EE | $2,927 | $5,407-45.9% | $7,906-63.0% | $3,080-5.0% |
| Admin fee / account holder | $358 | $3,730-90.4% | $13,708-97.4% | $3,454-89.7% |