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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 6263 POPLAR AVE. SUITE 300 · MEMPHIS, TN 38119 | Advisory (Plan) | $27,010 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,796 |
Filed as: CBIZ CPAS P. C. Service code 10 5100 POPLAR AVE. FLOOR 30 · MEMPHIS, TN 38137 | Accounting | $13,300 |
PINPOINT FINANCIAL, LLC9+ years Service code 13 3238 PLAYERS CLUB CIRCLE · MEMPHIS, TN 38125 | Contract Administrator | $10,850 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,831 |
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 | $127,008 | $76,669+65.7% | $96,520+31.6% | $71,495+77.6% |
| Participation rate | 66.7% | 66.6%+0.1pp | 74.3%-7.7pp | 67.9%-1.3pp |
| Annual return | 17.61% | 48.29%-30.7pp | 35.72%-18.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $3,745 | $3,031+23.6% | $3,739+0.2% | $2,589+44.6% |
| Participant deferral / active EE | $4,114 | $3,771+9.1% | $4,879-15.7% | $4,291-4.1% |
| Admin fee / account holder | $496 | $2,028-75.5% | $6,733-92.6% | $1,588-68.7% |