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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 | $20,802 |
MUTUAL ADVISORS LLC2 years Service code 27 PO BOX 2864 · CAMARILLO, CA 93011 | Advisory (Plan) | $18,312 |
R-TECH CONSULTANTS, INC.9+ years Service code 13 21331 COSTANSO STREET · WOOODLAND HILLS, CA 91364 | Contract Administrator | $10,712 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,718 |
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 | $34,631 | $76,696-54.8% | $96,538-64.1% | $71,529-51.6% |
| Participation rate | 43.1% | 66.6%-23.4pp | 74.3%-31.2pp | 67.9%-24.8pp |
| Annual return | 15.02% | 48.32%-33.3pp | 35.74%-20.7pp | 28.97%-13.9pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,169 | $3,770-42.5% | $4,880-55.6% | $4,291-49.5% |
| Admin fee / account holder | $385 | $2,030-81.0% | $6,737-94.3% | $1,588-75.8% |