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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $111,829 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,491 |
A & A EMPLOYEE BENEFITS CONSULTING10+ years Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $10,000 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,187 | $138,393-8.8% | $184,256-31.5% | $80,959+55.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 86.8%+2.1pp | 67.7%+21.2pp |
| Annual return | 10.53% | 20.01%-9.5pp | 28.85%-18.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $3,759 | $4,847-22.5% | $6,427-41.5% | $2,757+36.3% |
| Participant deferral / active EE | $6,599 | $7,076-6.8% | $9,133-27.8% | $4,300+53.4% |
| Admin fee / account holder | $1,007 | $10,489-90.4% | $13,899-92.8% | $6,925-85.5% |