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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 10 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Accounting | $49,900 |
Service code 14 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Plan Administrator | $20,484 |
KPMG LLP7+ years Service code 10 PO BOX 120608 · DALLAS, TX 753120608 | Accounting | $20,105 |
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 | $181,289 | $50,956+255.8% | $96,570+87.7% | $86,821+108.8% |
| Participation rate | 0.0% | 65.2%-65.2pp | 69.8%-69.8pp | 72.3%-72.3pp |
| Annual return | 8.97% | 21.27%-12.3pp | 37.79%-28.8pp | 97.94%-89.0pp |
| Employer contribution / active EE | $1,392 | $1,111+25.3% | $2,357-40.9% | $2,406-42.1% |
| Participant deferral / active EE | $2,255 | $2,954-23.7% | $3,849-41.4% | $4,132-45.4% |
| Admin fee / account holder | $1,323 | $166+697.1% | $6,182-78.6% | $170+680.4% |