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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 | $24,722 |
RANDALL & HURLEY, INC.6 years Filed as: RANDALL & HURLEY, INC Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $13,585 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,000 |
RANDALL & HURLEY, INC.4 years Service code 13 | Contract Administrator | $6,620 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,000 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,953 | $29,525+59.0% | $56,033-16.2% | $77,736-39.6% |
| Participation rate | 21.9% | 32.7%-10.8pp | 52.5%-30.6pp | 70.6%-48.7pp |
| Annual return | 14.13% | 18.90%-4.8pp | 1711.38%-1697.2pp | 31.26%-17.1pp |
| Employer contribution / active EE | $574 | $569+0.8% | $1,041-44.9% | $2,728-79.0% |
| Participant deferral / active EE | $994 | $1,062-6.4% | $1,954-49.1% | $4,651-78.6% |
| Admin fee / account holder | $321 | $1,040-69.2% | $2,827-88.7% | $433-26.0% |