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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 | $22,942 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS, Service code 27 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $13,974 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,001 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,989 | $84,499-57.4% | $125,391-71.3% | $66,949-46.2% |
| Participation rate | 42.4% | 76.4%-34.1pp | 82.4%-40.0pp | 69.8%-27.5pp |
| Annual return | -19.27% | -8.49%-10.8pp | 572.41%-591.7pp | 1.57%-20.8pp |
| Employer contribution / active EE | $1,296 | $3,554-63.5% | $4,816-73.1% | $2,545-49.1% |
| Participant deferral / active EE | $2,870 | $6,785-57.7% | $7,448-61.5% | $4,239-32.3% |
| Admin fee / account holder | $512 | $685-25.3% | $10,009-94.9% | $594-13.8% |