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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 | $72,164 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $67,613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,611 | $76,112+24.3% | $96,544-2.0% | $71,529+32.3% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.1pp | 67.9%+31.2pp |
| Annual return | 17.03% | 22.80%-5.8pp | 25.88%-8.8pp | 28.97%-11.9pp |
| Employer contribution / active EE | $4,253 | $2,248+89.2% | $2,966+43.4% | $2,590+64.2% |
| Participant deferral / active EE | $11,902 | $4,217+182.2% | $4,851+145.3% | $4,291+177.3% |
| Admin fee / account holder | $431 | $2,708-84.1% | $8,254-94.8% | $1,588-72.8% |