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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $55,109 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,282 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,529 | $89,435-8.8% | $164,975-50.6% | $77,714+4.9% |
| Participation rate | 59.9% | 78.6%-18.7pp | 78.6%-18.7pp | 70.6%-10.7pp |
| Annual return | 18.60% | 28.82%-10.2pp | 70.12%-51.5pp | 31.26%-12.7pp |
| Employer contribution / active EE | $1,540 | $2,563-39.9% | $4,343-64.5% | $2,727-43.5% |
| Participant deferral / active EE | $5,006 | $4,901+2.1% | $6,033-17.0% | $4,649+7.7% |
| Admin fee / account holder | $344 | $340+1.2% | $12,688-97.3% | $433-20.7% |