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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 | $88,305 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $72,062 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,160 | $79,209+37.8% | $102,434+6.6% | $74,459+46.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 16.68% | 54.98%-38.3pp | 29.46%-12.8pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $3,942 | $2,362+66.9% | $3,023+30.4% | $2,626+50.1% |
| Participant deferral / active EE | $12,715 | $4,417+187.8% | $5,055+151.5% | $4,350+192.3% |
| Admin fee / account holder | $466 | $2,002-76.7% | $9,462-95.1% | $1,945-76.0% |