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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 | $18,835 |
Filed as: NACHMAN DBA PROFESSIONAL PLANNING Service code 27 100 E THOUSAND OAKS BLVD. SUITE 150 · THOUSAND OAKS, CA 913608117 | Advisory (Plan) | $10,306 |
R-TECH CONSULTANTS, INC.8+ years Service code 13 21331 COSTANSO STREET · WOOODLAND HILLS, CA 91364 | Contract Administrator | $9,525 |
MUTUAL ADVISORS LLC1 year Service code 27 PO BOX 2864 · CAMARILLO, CA 93011 | Advisory (Plan) | $6,870 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,233 |
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 | $26,584 | $64,176-58.6% | $112,263-76.3% | $66,949-60.3% |
| Participation rate | 41.5% | 68.4%-27.0pp | 75.1%-33.6pp | 69.8%-28.3pp |
| Annual return | -16.38% | -13.80%-2.6pp | 27.49%-43.9pp | 1.57%-17.9pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,041 | $3,694-44.7% | $4,729-56.8% | $4,239-51.9% |
| Admin fee / account holder | $345 | $626-44.8% | $6,410-94.6% | $594-41.8% |