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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $165,067 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $159,112 |
Filed as: EMPOWER ADVISORTY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $78,292 |
GWN SECURITIES, INC1+ years Filed as: GWN SECURITIES INC Service code 55 | Other Commissions | $32,238 |
CMFG LIFE INSURANCE COMPANY1+ years Filed as: MEMBERS BENEFIT CORP Service code 25 300 AVE OF THE CHAMPIOS · PALM BEACH, FL 33418 | Directed Trustee | $17,512 |
CREATIVE PLANNING LLC1+ years Service code 27 5454 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $16,634 |
TEMPLETON & COMPANY LLP1+ years Service code 10 222 LAKEVIEW AVE STE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $9,195 |
ROSEBAUM, ARY1+ years Service code 25 734 FRANKLIN AVENUE · GARDEN CITY, NY 11530 | Directed Trustee | $5,421 |
GWN SECURITIES, INC1+ years Service code 55 · EIN 65-0939556 11440 N JOG RD · PALM BEACH, FL 33418 | Other Commissions | $0 |
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 | $71,179 | $55,694+27.8% | $81,844-13.0% | $199,960-64.4% |
| Participation rate | 50.2% | 62.7%-12.5pp | 72.4%-22.2pp | 72.0%-21.8pp |
| Annual return | 0.00% | 19.59%-19.6pp | 778.87%-778.9pp | 34.28%-34.3pp |
| Employer contribution / active EE | $1,418 | $2,114-32.9% | $2,916-51.4% | $3,036-53.3% |
| Participant deferral / active EE | $3,357 | $3,299+1.8% | $4,323-22.3% | $5,087-34.0% |
| Admin fee / account holder | $314 | $348-9.9% | $7,355-95.7% | $269+16.4% |