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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,480 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREMENT · NEW YORK NY, NY 10178 | Contract Administrator | $19,897 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,166 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 | Contract Administrator | $4,106 |
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 | $60,904 | $79,209-23.1% | $102,434-40.5% | $74,459-18.2% |
| Participation rate | 95.8% | 74.8%+21.0pp | 76.5%+19.3pp | 67.2%+28.5pp |
| Annual return | 21.06% | 54.98%-33.9pp | 29.46%-8.4pp | 1369.70%-1348.6pp |
| Employer contribution / active EE | $5,586 | $2,362+136.4% | $3,023+84.8% | $2,626+112.7% |
| Participant deferral / active EE | $11,807 | $4,417+167.3% | $5,055+133.6% | $4,350+171.4% |
| Admin fee / account holder | $402 | $2,002-79.9% | $9,462-95.7% | $1,945-79.3% |