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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 | $24,218 |
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $20,132 |
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 | $139,845 | $138,386+1.1% | $184,260-24.1% | $80,935+72.8% |
| Participation rate | 46.4% | 83.9%-37.5pp | 86.8%-40.4pp | 67.7%-21.2pp |
| Annual return | 10.06% | 20.02%-10.0pp | 28.84%-18.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,400 | $4,851-50.5% | $6,427-62.7% | $2,757-12.9% |
| Participant deferral / active EE | $5,942 | $7,076-16.0% | $9,133-34.9% | $4,299+38.2% |
| Admin fee / account holder | $534 | $10,489-94.9% | $13,898-96.2% | $6,924-92.3% |