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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,698 |
WINTRUST INVESTMENTS LLC1 year Service code 27 231 S. LASALLE ST, 13TH FLOOR · CHICAGO, IL 606041471 | Advisory (Plan) | $29,161 |
Service code 99 6737 W. WASHINGTON ST., SUITE 1105 · MILWAUKEE, WI 53214 | Other Fees | $6,984 |
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 | $64,932 | $84,482-23.1% | $125,363-48.2% | $66,930-3.0% |
| Participation rate | 56.9% | 76.4%-19.5pp | 82.4%-25.4pp | 69.8%-12.9pp |
| Annual return | -20.11% | -8.49%-11.6pp | 572.15%-592.3pp | 1.57%-21.7pp |
| Employer contribution / active EE | $2,878 | $3,553-19.0% | $4,815-40.2% | $2,545+13.1% |
| Participant deferral / active EE | $6,108 | $6,782-9.9% | $7,447-18.0% | $4,238+44.1% |
| Admin fee / account holder | $925 | $685+35.0% | $10,005-90.8% | $593+55.8% |