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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 | $56,672 |
Service code 27 959 11TH AVE STE B · LONGVIEW, WA 98632 | Advisory (Plan) | $43,468 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,962 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $6,210 |
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).
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 | $51,906 | $93,010-44.2% | $96,538-46.2% | $74,473-30.3% |
| Participation rate | 65.6% | 71.6%-5.9pp | 74.3%-8.7pp | 70.7%-5.1pp |
| Annual return | 31.03% | 37.50%-6.5pp | 35.74%-4.7pp | 34.36%-3.3pp |
| Employer contribution / active EE | $1,482 | $3,427-56.7% | $3,740-60.4% | $2,638-43.8% |
| Participant deferral / active EE | $5,641 | $3,971+42.1% | $4,880+15.6% | $4,530+24.5% |
| Admin fee / account holder | $538 | $633-15.0% | $6,737-92.0% | $347+55.0% |