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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 | $24,490 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $23,859 |
BDO USA, LLP1 year Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $23,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,462 |
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).
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 | $60,489 | $87,132-30.6% | $105,624-42.7% | $80,959-25.3% |
| Participation rate | 97.2% | 70.4%+26.8pp | 75.3%+21.9pp | 67.7%+29.5pp |
| Annual return | 11.70% | 17.03%-5.3pp | 116.20%-104.5pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,104 | $2,397-12.2% | $3,168-33.6% | $2,757-23.7% |
| Participant deferral / active EE | $6,618 | $3,985+66.0% | $5,013+32.0% | $4,300+53.9% |
| Admin fee / account holder | $330 | $8,449-96.1% | $10,961-97.0% | $6,925-95.2% |