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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 | $66,436 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $56,364 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,326 | $78,976+270.1% | $100,383+191.2% | $74,546+292.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 10.84% | 20.62%-9.8pp | 49.26%-38.4pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $8,669 | $3,019+187.2% | $3,944+119.8% | $2,624+230.3% |
| Participant deferral / active EE | $15,121 | $7,758+94.9% | $8,086+87.0% | $4,347+247.8% |
| Admin fee / account holder | $553 | $1,330-58.4% | $7,900-93.0% | $1,944-71.5% |