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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 | $48,689 |
Service code 55 12671 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Other Commissions | $17,730 |
PASI, LLC4 years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $9,933 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,478 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $4,248 |
GILBERT ASSOCIATES1 year Filed as: GILBERT CPAS Service code 10 2880 GATEWAY OAKS DR · SACRAMENTO, CA 95833 | Accounting | $2,225 |
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 | $87,737 | $80,748+8.7% | $102,383-14.3% | $74,429+17.9% |
| Participation rate | 71.3% | 65.7%+5.6pp | 74.5%-3.2pp | 67.2%+4.1pp |
| Annual return | 8.12% | 27.57%-19.4pp | 24.94%-16.8pp | 1368.38%-1360.3pp |
| Employer contribution / active EE | $2,049 | $3,159-35.2% | $3,870-47.1% | $2,625-21.9% |
| Participant deferral / active EE | $4,875 | $3,861+26.3% | $5,060-3.7% | $4,348+12.1% |
| Admin fee / account holder | $606 | $2,371-74.5% | $8,391-92.8% | $1,944-68.9% |