Filed October 8, 2025
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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 | $71,968 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $40,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $26,826 |
TEMPLETON & COMPANY LLP1 year Service code 10 222 LAKEVIEW AVE STE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $12,500 |
DEFINITI LLC1 year Service code 13 535 KEISLER DR STE 102 · CARY, NC 27518 | Contract Administrator | $7,134 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,868 | $119,446+59.0% | $150,045+26.5% | $85,563+121.9% |
| Participation rate | 68.5% | 75.4%-6.9pp | 82.3%-13.8pp | 66.0%+2.5pp |
| Annual return | 14.83% | 23.72%-8.9pp | 62.55%-47.7pp | 31.51%-16.7pp |
| Employer contribution / active EE | $1,409 | $4,078-65.5% | $4,693-70.0% | $2,654-46.9% |
| Participant deferral / active EE | $8,640 | $7,985+8.2% | $7,997+8.0% | $4,375+97.5% |
| Admin fee / account holder | $608 | $548+11.1% | $13,435-95.5% | $834-27.1% |