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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $34,267 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,217 | $54,213-5.5% | $93,696-45.3% | $77,736-34.1% |
| Participation rate | 21.8% | 64.0%-42.2pp | 68.7%-47.0pp | 70.6%-48.8pp |
| Annual return | 12.49% | 30.55%-18.1pp | 133.74%-121.2pp | 31.26%-18.8pp |
| Employer contribution / active EE | $307 | $1,168-73.8% | $2,422-87.3% | $2,728-88.8% |
| Participant deferral / active EE | $914 | $3,145-70.9% | $4,417-79.3% | $4,651-80.3% |
| Admin fee / account holder | $304 | $575-47.2% | $8,287-96.3% | $433-29.9% |