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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $108,356 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $32,862 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,222 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $11,700 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,256 | $59,093+42.6% | $97,295-13.4% | $77,762+8.4% |
| Participation rate | 58.0% | 67.8%-9.8pp | 72.7%-14.7pp | 70.6%-12.6pp |
| Annual return | 8.69% | 16.93%-8.2pp | 75.62%-66.9pp | 31.27%-22.6pp |
| Employer contribution / active EE | $1,518 | $1,727-12.1% | $2,723-44.3% | $2,728-44.4% |
| Participant deferral / active EE | $3,199 | $3,901-18.0% | $4,264-25.0% | $4,651-31.2% |
| Admin fee / account holder | $376 | $346+8.5% | $5,646-93.3% | $433-13.2% |