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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,697 |
Service code 27 1400 AMERICAN BLVD, BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $9,612 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,975 |
TRINITY PENSION GROUP, LLC6 years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $3,713 |
TRINITY PENSION GROUP, LLC6 years Service code 13 | Contract Administrator | $1,937 |
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 | $35,261 | $45,872-23.1% | $77,096-54.3% | $68,486-48.5% |
| Participation rate | 50.6% | 55.9%-5.3pp | 67.9%-17.3pp | 67.9%-17.3pp |
| Annual return | -14.68% | 1.73%-16.4pp | 42.35%-57.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $423 | $1,650-74.4% | $2,814-85.0% | $2,597-83.7% |
| Participant deferral / active EE | $2,153 | $2,963-27.3% | $4,429-51.4% | $4,028-46.5% |
| Admin fee / account holder | $449 | $3,041-85.2% | $5,428-91.7% | $5,404-91.7% |