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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,832 |
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $24,860 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $11,944 |
TRUTINA FINANCIAL1 year Filed as: TRUTINA FINANCIAL LLC Service code 27 10811 MAIN ST · BELLEVUE, WA 98004 | Advisory (Plan) | $6,788 |
Service code 27 5601 6TH AVE S STE 400 · SEATTLE, WA 98108 | Advisory (Plan) | $4,164 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,769 | $79,209-64.9% | $102,434-72.9% | $74,459-62.7% |
| Participation rate | 94.4% | 74.8%+19.6pp | 76.5%+17.9pp | 67.2%+27.2pp |
| Annual return | 15.30% | 54.98%-39.7pp | 29.46%-14.2pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $1,502 | $2,362-36.4% | $3,023-50.3% | $2,626-42.8% |
| Participant deferral / active EE | $2,877 | $4,417-34.9% | $5,055-43.1% | $4,350-33.9% |
| Admin fee / account holder | $321 | $2,002-83.9% | $9,462-96.6% | $1,945-83.5% |