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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,088 |
Filed as: AFC PENSIONS, INC. Service code 13 200 RESERVOIR STREET, SUITE 100 · NEEDHAM, MA 02494 | Contract Administrator | $13,236 |
LPL FINANCIAL1 year Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $8,479 |
BRITT & COMPANY CPA LLC2 years Filed as: BRITT AND COMPANY CPA LLC Service code 10 980 WASHINGTON STREET · DEDHAM, MA 02026 | Accounting | $1,845 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $314 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,041 | $156,398-31.6% | $147,318-27.3% | $138,895-22.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 13.10% | 78.75%-65.7pp | 70.43%-57.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,897 | $4,853-19.7% | $4,593-15.2% | $4,194-7.1% |
| Participant deferral / active EE | $7,917 | $8,237-3.9% | $7,906+0.1% | $6,396+23.8% |
| Admin fee / account holder | $305 | $14,976-98.0% | $13,708-97.8% | $12,562-97.6% |