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| Provider | Service type | Compensation |
|---|---|---|
N&K CPAS, INC.2 years Filed as: N&K CPAS, INC Service code 10 1001 BISHOP ST STE 1700 · HONOLULU, HI 96813 | Accounting | $28,586 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,486 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,607 |
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 | $132,251 | $78,976+67.5% | $100,383+31.7% | $74,546+77.4% |
| Participation rate | 64.9% | 79.5%-14.6pp | 81.5%-16.6pp | 67.2%-2.3pp |
| Annual return | 12.50% | 20.62%-8.1pp | 49.26%-36.8pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $2,260 | $3,019-25.1% | $3,944-42.7% | $2,624-13.9% |
| Participant deferral / active EE | $8,458 | $7,758+9.0% | $8,086+4.6% | $4,347+94.5% |
| Admin fee / account holder | $325 | $1,330-75.6% | $7,900-95.9% | $1,944-83.3% |