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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 | $25,478 |
MUTUAL ADVISORS LLC4 years Service code 27 PO BOX 2864 · CAMARILLO, CA 930112864 | Advisory (Plan) | $22,320 |
R-TECH CONSULTANTS, INC.2 years Filed as: R-TECH CONSULTANTS INC Service code 13 21331 CONSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $11,440 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,306 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,154 | $83,369-30.2% | $105,223-44.7% | $67,986-14.5% |
| Participation rate | 44.1% | 56.3%-12.2pp | 75.0%-31.0pp | 57.2%-13.1pp |
| Annual return | 14.86% | 24.64%-9.8pp | 180.65%-165.8pp | 31.67%-16.8pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,714 | $3,295-17.6% | $5,072-46.5% | $3,358-19.2% |
| Admin fee / account holder | $581 | $4,073-85.7% | $8,859-93.4% | $3,203-81.9% |