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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $242,258 |
AON CONSULTING6+ years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $234,521 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $77,480 |
MILLER COOPER & CO LTD5 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $17,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
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 | $101,754 | $132,191-23.0% | $115,768-12.1% | $103,975-2.1% |
| Participation rate | 48.3% | 86.7%-38.5pp | 74.4%-26.1pp | 72.5%-24.3pp |
| Annual return | 11.34% | 15.87%-4.5pp | 100.46%-89.1pp | 19.41%-8.1pp |
| Employer contribution / active EE | $1,804 | $4,751-62.0% | $2,940-38.6% | $3,722-51.5% |
| Participant deferral / active EE | $3,303 | $7,122-53.6% | $4,917-32.8% | $5,343-38.2% |
| Admin fee / account holder | $341 | $118+189.6% | $12,439-97.3% | $332+2.6% |