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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,205 |
ADVUS FINANCIAL PARTNERS LLC2 years Service code 27 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $23,831 |
TEMPLETON & COMPANY LLP1 year Service code 10 222 LAKEVIEW AVE STE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $6,500 |
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.
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 | $77,834 | $54,193+43.6% | $93,669-16.9% | $77,714+0.2% |
| Participation rate | 41.9% | 63.9%-22.0pp | 68.7%-26.8pp | 70.6%-28.7pp |
| Annual return | 11.09% | 30.54%-19.5pp | 133.59%-122.5pp | 31.26%-20.2pp |
| Employer contribution / active EE | $848 | $1,168-27.4% | $2,424-65.0% | $2,727-68.9% |
| Participant deferral / active EE | $3,636 | $3,144+15.7% | $4,416-17.6% | $4,649-21.8% |
| Admin fee / account holder | $367 | $576-36.2% | $8,291-95.6% | $433-15.3% |