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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,813 |
COMMERCE BANK3 years Filed as: COMMERCE STREET INV ADV DBA COMMERC Service code 27 1445 ROSS AVE, STE 2700 · DALLAS, TX 75202 | Advisory (Plan) | $16,934 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,369 |
ARMANINO LLP3 years Service code 13 12657 ALCOSTA BLVD STE 500 · SAN RAMON, CA 94583 | Contract Administrator | $7,717 |
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 | $62,153 | $83,090-25.2% | $130,062-52.2% | $71,529-13.1% |
| Participation rate | 84.5% | 74.1%+10.4pp | 78.5%+6.0pp | 67.9%+16.5pp |
| Annual return | 12.73% | 20.61%-7.9pp | -137.37%+150.1pp | 28.97%-16.2pp |
| Employer contribution / active EE | $1,691 | $2,624-35.5% | $4,322-60.9% | $2,590-34.7% |
| Participant deferral / active EE | $3,819 | $4,436-13.9% | $5,821-34.4% | $4,291-11.0% |
| Admin fee / account holder | $378 | $1,727-78.1% | $10,601-96.4% | $1,588-76.2% |