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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,585 |
Service code 27 1400 AMERICAN BLVD BLDG#4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $29,566 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $12,946 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,492 |
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 | $41,759 | $88,672-52.9% | $105,223-60.3% | $82,448-49.4% |
| Participation rate | 24.6% | 67.9%-43.3pp | 75.0%-50.4pp | 68.1%-43.5pp |
| Annual return | 12.60% | 30.86%-18.3pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,537 | $3,048+16.1% | $3,689-4.1% | $2,551+38.7% |
| Participant deferral / active EE | $6,415 | $4,036+58.9% | $5,072+26.5% | $4,139+55.0% |
| Admin fee / account holder | $626 | $7,146-91.2% | $8,859-92.9% | $7,234-91.4% |