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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $38,005 |
GRANT THORNTON LLP1 year Service code 29 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Legal | $31,415 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $30,795 |
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $23,392 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $15,117 |
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.
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 | $70,613 | $107,741-34.5% | $96,576-26.9% | $79,634-11.3% |
| Participation rate | 78.1% | 79.1%-1.0pp | 81.4%-3.3pp | 62.5%+15.6pp |
| Annual return | -21.57% | 19.24%-40.8pp | 38.47%-60.0pp | 36.46%-58.0pp |
| Employer contribution / active EE | $2,458 | $2,991-17.8% | $3,553-30.8% | $2,529-2.8% |
| Participant deferral / active EE | $5,341 | $7,899-32.4% | $7,956-32.9% | $3,835+39.3% |
| Admin fee / account holder | $480 | $1,150-58.3% | $11,381-95.8% | $1,002-52.1% |