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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $35,584 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,567 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN T. MILES, JR. Service code 16 PO BOX 852 · GREEN HARBOR, MA 02041 | Consulting | $28,003 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,918 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $4,886 |
Filed as: ENVESTNET INC DBA ENVESTNET RETIREM Service code 99 1801 CALIFORNIA ST 23RD FL · DENVER, CO 80202 | Other Fees | $4,617 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,143 | $88,186+78.2% | $165,071-4.8% | $74,459+111.0% |
| Participation rate | 97.3% | 73.1%+24.2pp | 78.6%+18.7pp | 67.2%+30.1pp |
| Annual return | 13.68% | 17.13%-3.5pp | 70.17%-56.5pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $6,513 | $2,600+150.5% | $4,347+49.8% | $2,626+148.0% |
| Participant deferral / active EE | $8,865 | $4,505+96.8% | $6,035+46.9% | $4,350+103.8% |
| Admin fee / account holder | $440 | $2,234-80.3% | $12,695-96.5% | $1,945-77.4% |