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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUIT INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,803 |
BENSLER, LLC2 years Filed as: BENSLER LLC Service code 27 DBA SCS · BELLEVUE, WA 98004 | Advisory (Plan) | $23,910 |
LPL FINANCIAL5 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $23,802 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC Service code 13 DBA FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $10,028 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,873 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,334 | $50,919-34.5% | $155,556-78.6% | $77,762-57.1% |
| Participation rate | 82.9% | 63.1%+19.8pp | 78.2%+4.7pp | 70.6%+12.3pp |
| Annual return | 11.39% | 34.84%-23.4pp | 64.84%-53.4pp | 31.27%-19.9pp |
| Employer contribution / active EE | $1,689 | $1,991-15.2% | $4,675-63.9% | $2,728-38.1% |
| Participant deferral / active EE | $4,648 | $2,824+64.6% | $5,631-17.4% | $4,651-0.1% |
| Admin fee / account holder | $303 | $437-30.5% | $15,885-98.1% | $433-29.9% |