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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,083 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,133 |
Filed as: B RILEY WEALTH ADVISORS INC Service code 27 500 T REX AVE · BOCA RATON, FL 33431 | Advisory (Plan) | $16,240 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Advisory (Plan) | $2,671 |
Filed as: B RILEY WEALTH MANAGEMENT INC. Service code 55 | Other Commissions | $2,431 |
UNITED BENEFIT PENSIONS INC.5 years Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $975 |
Service code 55 40 S. MAIN STREET · MEMPHIS, TN 38103 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,517 | $69,774-34.8% | $67,575-32.6% | $74,459-38.9% |
| Participation rate | 70.5% | 71.4%-0.9pp | 72.9%-2.4pp | 67.2%+3.3pp |
| Annual return | 11.74% | -40.53%+52.3pp | 3528.98%-3517.2pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $2,206 | $2,710-18.6% | $2,736-19.3% | $2,626-16.0% |
| Participant deferral / active EE | $2,204 | $3,636-39.4% | $4,003-45.0% | $4,350-49.3% |
| Admin fee / account holder | $390 | $890-56.2% | $3,993-90.2% | $1,945-80.0% |