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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,101 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,097 |
MMLIS1 year Service code 27 1295 STATE ST · SPRINGFIELD, MA 01111 | Advisory (Plan) | $23,304 |
THE AIMPOINT GROUP5 years Filed as: AIMPOINT GROUP LLC Service code 13 PO BOX 1586 · POMPANO BEACH, FL 33061 | Contract Administrator | $16,620 |
CETERA ADVISOR NETWORKS LLC5 years Service code 55 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 902455670 | Other Commissions | $7,246 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,294 | $59,467-40.7% | $93,727-62.3% | $74,478-52.6% |
| Participation rate | 85.5% | 59.6%+25.9pp | 68.7%+16.8pp | 67.2%+18.3pp |
| Annual return | 9.17% | 82.14%-73.0pp | 133.83%-124.7pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $341 | $1,267-73.1% | $2,421-85.9% | $2,626-87.0% |
| Participant deferral / active EE | $3,457 | $3,052+13.3% | $4,417-21.7% | $4,350-20.5% |
| Admin fee / account holder | $342 | $3,028-88.7% | $8,292-95.9% | $1,946-82.4% |