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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 | $20,712 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $18,055 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,236 |
TRUOG-RYDING COMPANY, INC.4 years Filed as: TROUG-RYDING COMPANY, INC. Service code 13 2659 TOWNSGATE RD, STE 101 · WESTLAKE VILLAGE, CA 91631 | Contract Administrator | $1,950 |
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.)
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 | $36,506 | $54,717-33.3% | $86,209-57.7% | $71,495-48.9% |
| Participation rate | 53.4% | 60.1%-6.7pp | 69.0%-15.6pp | 67.9%-14.5pp |
| Annual return | 17.91% | 20.07%-2.2pp | 1169.05%-1151.1pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,857 | $1,267+46.6% | $2,381-22.0% | $2,589-28.3% |
| Participant deferral / active EE | $2,934 | $3,110-5.7% | $3,986-26.4% | $4,291-31.6% |
| Admin fee / account holder | $303 | $1,922-84.3% | $6,853-95.6% | $1,588-80.9% |