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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $352,303 |
Filed as: THE HOWARD E NYHART CO INC Service code 13 8415 ALLISON POINTE BLVD STE 150 · INDIANAPOLIS, IN 46250 | Contract Administrator | $45,010 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $45,000 |
SAMET & COMPANY PC4 years Service code 10 1330 BOYLSTON ST · CHESTNUT HILL, MA 02467 | Accounting | $33,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 99 9875 SCHWAB WAY · LONE TREE, CO 80124 | Other Fees | $32,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,371 |
GOLDLEAF PARTNERS6 years Filed as: GOLDLEAF PARTNERS SERVICES INC DBA Service code 99 PO BOX 55757 · BOSTON, MA 02205 | Other Fees | $194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,414 | $35,293+37.2% | $77,100-37.2% | $89,433-45.9% |
| Participation rate | 1.6% | 31.3%-29.8pp | 67.9%-66.4pp | 71.3%-69.7pp |
| Annual return | 97.86% | -5.92%+103.8pp | 42.35%+55.5pp | -11.88%+109.7pp |
| Employer contribution / active EE | $15 | $695-97.8% | $2,815-99.5% | $3,021-99.5% |
| Participant deferral / active EE | $85 | $1,764-95.2% | $4,430-98.1% | $5,125-98.3% |
| Admin fee / account holder | $177 | $105+69.0% | $5,443-96.7% | $79+123.5% |