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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 | $56,779 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,736 |
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,484 |
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.)
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 | $67,567 | $83,023-18.6% | $102,437-34.0% | $77,762-13.1% |
| Participation rate | 59.4% | 71.5%-12.2pp | 74.5%-15.1pp | 70.6%-11.2pp |
| Annual return | 13.28% | 19.12%-5.8pp | 24.95%-11.7pp | 31.27%-18.0pp |
| Employer contribution / active EE | $3,339 | $3,552-6.0% | $3,871-13.7% | $2,728+22.4% |
| Participant deferral / active EE | $6,147 | $4,110+49.6% | $5,060+21.5% | $4,651+32.2% |
| Admin fee / account holder | $316 | $639-50.5% | $8,388-96.2% | $433-26.9% |