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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 | $26,186 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $20,000 |
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.)
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 | $152,154 | $62,177+144.7% | $81,370+87.0% | $74,478+104.3% |
| Participation rate | 69.0% | 64.1%+4.9pp | 69.5%-0.5pp | 67.2%+1.8pp |
| Annual return | 12.28% | 16.62%-4.3pp | 24.85%-12.6pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $4,178 | $1,881+122.1% | $2,464+69.6% | $2,626+59.1% |
| Participant deferral / active EE | $7,393 | $3,219+129.7% | $3,885+90.3% | $4,350+69.9% |
| Admin fee / account holder | $310 | $1,927-83.9% | $5,749-94.6% | $1,946-84.1% |