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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,544 |
Service code 27 959 11TH AVE STE B · LONGVIEW, WA 98632 | Advisory (Plan) | $42,313 |
RUDD & COMPANY PLLC3 years Filed as: RUDD & COMPANY, PLLC Service code 13 | Contract Administrator | $9,791 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,524 |
RUDD & COMPANY PLLC7+ years Service code 13 · EIN 82-0467399 725 S WOODRUFF AVE · IDAHO FALLS, ID 834031895 | Contract Administrator | $1,800 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,541 | $65,083-16.2% | $143,788-62.1% | $66,930-18.5% |
| Participation rate | 47.3% | 65.2%-17.9pp | 80.3%-33.0pp | 69.8%-22.5pp |
| Annual return | -18.99% | -11.13%-7.9pp | -0.03%-19.0pp | 1.57%-20.6pp |
| Employer contribution / active EE | $1,264 | $2,361-46.5% | $4,952-74.5% | $2,545-50.3% |
| Participant deferral / active EE | $3,795 | $2,920+30.0% | $5,638-32.7% | $4,238-10.4% |
| Admin fee / account holder | $642 | $502+27.7% | $14,675-95.6% | $593+8.1% |