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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 | $66,567 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $1,872 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,481 |
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 | $149,312 | $85,515+74.6% | $112,040+33.3% | $67,986+119.6% |
| Participation rate | 69.4% | 68.2%+1.1pp | 76.5%-7.1pp | 57.2%+12.2pp |
| Annual return | 16.62% | 29.68%-13.1pp | 24.52%-7.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $2,636 | $2,191+20.3% | $2,954-10.8% | $2,019+30.6% |
| Participant deferral / active EE | $5,461 | $4,014+36.0% | $5,098+7.1% | $3,358+62.6% |
| Admin fee / account holder | $382 | $3,774-89.9% | $12,098-96.8% | $3,203-88.1% |