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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 | $65,084-15.4% | $67,681-18.6% | $64,340-14.4% |
| Participation rate | 22.2% | 66.7%-44.6pp | 73.7%-51.6pp | 55.2%-33.1pp |
| Annual return | 8.53% | 20.50%-12.0pp | 590.58%-582.1pp | 24.14%-15.6pp |
| Employer contribution / active EE | $683 | $2,398-71.5% | $2,678-74.5% | $1,862-63.3% |
| Participant deferral / active EE | $1,114 | $3,210-65.3% | $3,976-72.0% | $2,980-62.6% |
| Admin fee / account holder | $395 | $1,415-72.1% | $6,100-93.5% | $3,703-89.3% |