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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,944 |
RODRIGUEZ TORRES2 years Service code 27 273 PONCE DE LEON AVE STE 1400 · HATO REY, PR 00917 | Advisory (Plan) | $24,916 |
WHEELER RETIREMENT PLANS LLC2 years Service code 27 324 W SUPERIOR ST STE 1400 · DULUTH, MN 55802 | Advisory (Plan) | $16,686 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $15,573 |
A & A EMPLOYEE BENEFITS CONSULTING10+ years Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $5,218 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,819 | $101,672-41.2% | $147,117-59.3% | $74,478-19.7% |
| Participation rate | 65.8% | 75.5%-9.7pp | 82.2%-16.4pp | 67.2%-1.4pp |
| Annual return | 12.70% | 8757.83%-8745.1pp | 420.54%-407.8pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $1,470 | $3,813-61.4% | $4,932-70.2% | $2,626-44.0% |
| Participant deferral / active EE | $3,377 | $7,305-53.8% | $8,065-58.1% | $4,350-22.4% |
| Admin fee / account holder | $381 | $1,753-78.3% | $12,993-97.1% | $1,946-80.4% |