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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Participants) | $25,853 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VANTAGEN, LLC Service code 13 · EIN 23-2932984 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Contract Administrator | $18,558 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,022 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,220 |
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.
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 | $41,974 | $66,459-36.8% | $81,353-48.4% | $77,736-46.0% |
| Participation rate | 33.5% | 68.7%-35.2pp | 69.5%-36.0pp | 70.6%-37.1pp |
| Annual return | 9.96% | 15.95%-6.0pp | 24.82%-14.9pp | 31.26%-21.3pp |
| Employer contribution / active EE | $1,107 | $2,156-48.7% | $2,464-55.1% | $2,728-59.4% |
| Participant deferral / active EE | $2,443 | $3,674-33.5% | $3,885-37.1% | $4,651-47.5% |
| Admin fee / account holder | $354 | $585-39.5% | $5,766-93.9% | $433-18.3% |