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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,349 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE SUITE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $10,432 |
NOSURIS, INC.1 year Filed as: NOSURIS INC. Service code 27 700 MERRICK RD · LYNBROOK, NY 11563 | Advisory (Plan) | $9,810 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,706 | $55,902-80.8% | $76,030-85.9% | $80,959-86.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 3.18% | 20.59%-17.4pp | 361.54%-358.4pp | 35.67%-32.5pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $378 | $5,239-92.8% | $6,421-94.1% | $6,925-94.5% |