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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 | $33,463 |
Filed as: ONEAMERICA SECURITIES INC Service code 55 | Other Commissions | $16,108 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 430 W 7TH ST STE 219494 · KANSAS CITY, MO 641051407 | Contract Administrator | $12,956 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,577 |
Filed as: ONEAMERICA SECURITIES INC, Service code 55 250 W NORTH ST · INDIANAPOLIS, IN 46202 | Other Commissions | $0 |
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 | $130,537 | $101,798+28.2% | $165,071-20.9% | $80,935+61.3% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 8.71% | 16.73%-8.0pp | 70.17%-61.5pp | 35.66%-26.9pp |
| Employer contribution / active EE | $7,406 | $2,954+150.7% | $4,347+70.3% | $2,757+168.6% |
| Participant deferral / active EE | $4,399 | $4,476-1.7% | $6,035-27.1% | $4,299+2.3% |
| Admin fee / account holder | $448 | $8,221-94.5% | $12,695-96.5% | $6,924-93.5% |