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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $432,972 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $241,006 |
VENABLE LLP1+ years Filed as: VENABLE, LLP Service code 99 POST OFFICE BOX 62727 · BALTIMORE, MD 21264 | Other Fees | $62,170 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 99 1585 BROADWAY · NEW YORK, NY 10036 | Other Fees | $39,750 |
MOSS ADAMS LLP1+ years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $37,800 |
HYAS GROUP, LLC1+ years Service code 27 9755 SW BARNES ROAD #660 · PORTLAND, OR 97225 | Advisory (Plan) | $13,250 |
CHARLES SCHWAB & CO., INC.1+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $1,205 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,025 | $106,264+131.5% | $147,117+67.2% | $77,762+216.4% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 15.45% | 56.94%-41.5pp | 420.54%-405.1pp | 31.27%-15.8pp |
| Employer contribution / active EE | $25,549 | $4,074+527.1% | $4,932+418.0% | $2,728+836.5% |
| Participant deferral / active EE | $96,302 | $8,003+1103.3% | $8,065+1094.1% | $4,651+1970.6% |
| Admin fee / account holder | $331 | $334-1.0% | $12,993-97.5% | $433-23.5% |