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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,893 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,653 |
NATIONAL ASSOCIATES, INC.8 years Filed as: NATIONAL ASSOCIATES INC. Service code 13 22720 FAIRVIEW CENTER DRIVE STE 100 · FAIRVIEW PARK, OH 44126 | Contract Administrator | $27,697 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $13,982 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,736 | $106,247-47.5% | $147,096-62.1% | $77,714-28.3% |
| Participation rate | 47.0% | 78.4%-31.4pp | 82.2%-35.2pp | 70.6%-23.6pp |
| Annual return | 11.88% | 56.87%-45.0pp | 419.75%-407.9pp | 31.26%-19.4pp |
| Employer contribution / active EE | $1,295 | $4,069-68.2% | $4,936-73.8% | $2,727-52.5% |
| Participant deferral / active EE | $3,953 | $7,996-50.6% | $8,071-51.0% | $4,649-15.0% |
| Admin fee / account holder | $383 | $338+13.2% | $13,005-97.1% | $433-11.6% |