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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 COMPANY OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,864 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 PO BOX 9500 · SPRINFIELD, MA 011029500 | Advisory (Plan) | $80,422 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,866 |
Filed as: ALLIANT INSURANCE SERVICESINC DBA Service code 13 | Contract Administrator | $10,000 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 101 PARK AVENUE · NEW YORK, NY 10178 | Contract Administrator | $3,255 |
PAYROLL INTEGRATIONS INC1 year Service code 27 270 N EL CAMINO REAL STE F321 · ENCINITAS, CA 92024 | Advisory (Plan) | $650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,869 | $51,878+102.1% | $68,368+53.4% | $79,634+31.7% |
| Participation rate | 81.0% | 53.7%+27.3pp | 73.8%+7.2pp | 62.5%+18.5pp |
| Annual return | 23.60% | 137.43%-113.8pp | 292.57%-269.0pp | 36.46%-12.9pp |
| Employer contribution / active EE | $4,914 | $1,931+154.4% | $2,649+85.5% | $2,529+94.3% |
| Participant deferral / active EE | $9,208 | $2,577+257.3% | $4,123+123.3% | $3,835+140.1% |
| Admin fee / account holder | $426 | $942-54.8% | $5,150-91.7% | $1,002-57.4% |