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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,464 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,542 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,651 |
Filed as: NATIONS FOODSERVICE INC Service code 27 11090 SAN PABLO AVE STE 200 · EL CERRITO, CA 94530 | Advisory (Plan) | $1,687 |
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.
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 | $63,921 | $66,459-3.8% | $81,353-21.4% | $77,736-17.8% |
| Participation rate | 34.4% | 68.7%-34.3pp | 69.5%-35.1pp | 70.6%-36.2pp |
| Annual return | 10.83% | 15.95%-5.1pp | 24.82%-14.0pp | 31.26%-20.4pp |
| Employer contribution / active EE | $996 | $2,156-53.8% | $2,464-59.6% | $2,728-63.5% |
| Participant deferral / active EE | $2,096 | $3,674-43.0% | $3,885-46.0% | $4,651-54.9% |
| Admin fee / account holder | $354 | $585-39.5% | $5,766-93.9% | $433-18.3% |