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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 | $49,007 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $30,272 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $14,131 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $2,355 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 | Contract Administrator | $1,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,142 | $71,057+62.0% | $93,654+22.9% | $80,874+42.4% |
| Participation rate | 49.5% | 60.4%-10.9pp | 68.7%-19.3pp | 67.6%-18.2pp |
| Annual return | 11.38% | 11.26%+0.1pp | 133.34%-122.0pp | 35.62%-24.2pp |
| Employer contribution / active EE | $280 | $1,564-82.1% | $2,421-88.4% | $2,756-89.8% |
| Participant deferral / active EE | $3,100 | $4,034-23.1% | $4,413-29.7% | $4,297-27.9% |
| Admin fee / account holder | $598 | $6,944-91.4% | $8,282-92.8% | $6,935-91.4% |