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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 | $79,169+269.2% | $100,415+191.1% | $74,478+292.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 10.84% | 20.51%-9.7pp | 49.47%-38.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $8,669 | $3,017+187.3% | $3,943+119.9% | $2,626+230.1% |
| Participant deferral / active EE | $15,121 | $7,751+95.1% | $8,091+86.9% | $4,350+247.6% |
| Admin fee / account holder | $553 | $1,337-58.6% | $7,906-93.0% | $1,946-71.6% |