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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 | $18,613 |
JAMES A. REICHERT2 years Filed as: JAMES D. COLLIER & CO Service code 27 · EIN 62-0632599 606 S. MENDENHALL RD. STE. 200 · MEMPHIS, TN 38117 | Advisory (Plan) | $15,200 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,829 |
BURLEIGH CONSULTING GROUP3+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Contract Administrator | $12,640 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC DBA MORNINGSTAR Service code 99 ASSOCIATES LLC · CHICAGO, IL 60674 | Other Fees | $2,461 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,379 | $110,483-56.2% | $145,433-66.7% | $79,634-39.2% |
| Participation rate | 39.0% | 71.1%-32.1pp | 82.1%-43.2pp | 62.5%-23.5pp |
| Annual return | 22.35% | 24.62%-2.3pp | 66.58%-44.2pp | 36.46%-14.1pp |
| Employer contribution / active EE | $1,235 | $4,053-69.5% | $4,554-72.9% | $2,529-51.2% |
| Participant deferral / active EE | $2,170 | $7,216-69.9% | $7,897-72.5% | $3,835-43.4% |
| Admin fee / account holder | $402 | $680-40.9% | $13,129-96.9% | $1,002-59.9% |