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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 | $20,184 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $12,650 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $2,108 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $1,318 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
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 | $106,124 | $54,717+93.9% | $86,216+23.1% | $71,511+48.4% |
| Participation rate | 50.6% | 60.1%-9.5pp | 69.0%-18.3pp | 67.9%-17.3pp |
| Annual return | 17.52% | 20.07%-2.5pp | 1169.42%-1151.9pp | 28.86%-11.3pp |
| Employer contribution / active EE | $863 | $1,267-31.9% | $2,382-63.8% | $2,589-66.7% |
| Participant deferral / active EE | $5,431 | $3,110+74.6% | $3,986+36.2% | $4,291+26.6% |
| Admin fee / account holder | $316 | $1,922-83.5% | $6,853-95.4% | $1,588-80.1% |