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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,238 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALLTH INC. Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $15,651 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,500 |
PRIME BENEFITS, INC.6 years Service code 13 | Contract Administrator | $3,913 |
PRIME BENEFITS, INC.5 years Filed as: PRIME BENEFITS, INC Service code 13 3314 PAPERMILL RD SUITE 201 · PHOENIX, MD 21131 | Contract Administrator | $1,351 |
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 | $35,475 | $81,446-56.4% | $103,374-65.7% | $80,874-56.1% |
| Participation rate | 65.9% | 66.9%-0.9pp | 74.5%-8.6pp | 67.6%-1.7pp |
| Annual return | 11.64% | 25.57%-13.9pp | 24.89%-13.2pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,539 | $3,107-18.3% | $3,869-34.4% | $2,756-7.9% |
| Participant deferral / active EE | $6,658 | $3,870+72.0% | $5,058+31.6% | $4,297+55.0% |
| Admin fee / account holder | $327 | $6,715-95.1% | $8,394-96.1% | $6,935-95.3% |