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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 | $25,022 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $6,830 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $3,118 |
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.
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 | $49,532 | $69,511-28.7% | $94,664-47.7% | $71,511-30.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 16.45% | 29.67%-13.2pp | 156.84%-140.4pp | 28.86%-12.4pp |
| Employer contribution / active EE | $1,134 | $2,853-60.2% | $3,673-69.1% | $2,589-56.2% |
| Participant deferral / active EE | $1,853 | $7,348-74.8% | $7,417-75.0% | $4,291-56.8% |
| Admin fee / account holder | $362 | $1,211-70.1% | $7,222-95.0% | $1,588-77.2% |