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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 | $64,850 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $40,670 |
STANDARD VALUATIONS9+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $21,000 |
GRAY, GRIFFITH & MAYS, A.C.9+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREAT, EAST, SUITE 40 · CHARLESTON, WV 25301 | Accounting | $13,200 |
JOHN F. DASCOLI, PLLC9+ years Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD., EAST · CHARLESTON, WV 25311 | Legal | $7,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,033 | $241,850-58.6% | $102,412-2.3% | $199,960-50.0% |
| Participation rate | 20.6% | 78.3%-57.7pp | 74.5%-53.9pp | 72.0%-51.4pp |
| Annual return | 17.02% | 17.67%-0.6pp | 24.94%-7.9pp | 34.28%-17.3pp |
| Employer contribution / active EE | $953 | $4,253-77.6% | $3,870-75.4% | $3,036-68.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $316 | $288+9.8% | $8,388-96.2% | $269+17.4% |