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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $50,506 |
VANDERBILT SECURITIES LLC2+ years Service code 55 445 BROADHOLLOW RD, STE 400 · MELVILLE, NY 11747 | Other Commissions | $31,979 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 13 · EIN 04-3015875 | Contract Administrator | $1,700 |
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 | $114,730 | $73,149+56.8% | $120,574-4.8% | $77,736+47.6% |
| Participation rate | 34.8% | 55.2%-20.4pp | 71.9%-37.2pp | 70.6%-35.8pp |
| Annual return | 17.41% | 18.24%-0.8pp | 107.42%-90.0pp | 31.26%-13.9pp |
| Employer contribution / active EE | $1,256 | $1,793-30.0% | $3,471-63.8% | $2,728-54.0% |
| Participant deferral / active EE | $2,864 | $3,006-4.7% | $4,996-42.7% | $4,651-38.4% |
| Admin fee / account holder | $439 | $660-33.5% | $9,445-95.4% | $433+1.2% |