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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $111,571 |
JACKSON AVENUE, LLC1 year Filed as: JACKSON AVENUE LLC Service code 99 10302 BRISTOW CENTER DR · BRISTOW, VA 20136 | Other Fees | $73,949 |
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.
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 | $73,731 | $54,193+36.1% | $93,669-21.3% | $77,714-5.1% |
| Participation rate | 74.1% | 63.9%+10.2pp | 68.7%+5.4pp | 70.6%+3.5pp |
| Annual return | 11.08% | 30.54%-19.5pp | 133.59%-122.5pp | 31.26%-20.2pp |
| Employer contribution / active EE | $666 | $1,168-43.0% | $2,424-72.5% | $2,727-75.6% |
| Participant deferral / active EE | $4,136 | $3,144+31.5% | $4,416-6.3% | $4,649-11.0% |
| Admin fee / account holder | $324 | $576-43.6% | $8,291-96.1% | $433-25.1% |