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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $43,927 |
Service code 28 · EIN 43-1451524 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Investment Management | $41,950 |
Service code 13 · EIN 68-0414789 590 LENNON LANE · WALNUT CREEK, CA 94598 | Contract Administrator | $13,422 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 94-2656190 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,018 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,856 | $88,186+54.1% | $165,071-17.7% | $74,459+82.5% |
| Participation rate | 69.4% | 73.1%-3.8pp | 78.6%-9.3pp | 67.2%+2.1pp |
| Annual return | 11.15% | 17.13%-6.0pp | 70.17%-59.0pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $3,397 | $2,600+30.6% | $4,347-21.9% | $2,626+29.4% |
| Participant deferral / active EE | $4,332 | $4,505-3.8% | $6,035-28.2% | $4,350-0.4% |
| Admin fee / account holder | $576 | $2,234-74.2% | $12,695-95.5% | $1,945-70.4% |