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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 | $35,979 |
SYNOVUS TRUST COMPANY N.A.4 years Service code 99 1111 BAY AVE FL 4 STE 402 · COLUMBUS, GA 31901 | Other Fees | $22,864 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,078 | $64,705-14.9% | $62,929-12.5% | $67,986-19.0% |
| Participation rate | 22.2% | 65.6%-43.4pp | 73.1%-51.0pp | 57.2%-35.0pp |
| Annual return | 8.53% | 20.31%-11.8pp | 1063.93%-1055.4pp | 31.67%-23.1pp |
| Employer contribution / active EE | $683 | $2,376-71.3% | $2,505-72.7% | $2,019-66.2% |
| Participant deferral / active EE | $1,114 | $3,198-65.2% | $3,888-71.4% | $3,358-66.8% |
| Admin fee / account holder | $395 | $1,428-72.3% | $5,065-92.2% | $3,203-87.7% |