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| Provider | Service type | Compensation |
|---|---|---|
BURLEIGH CONSULTING GROUP1+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Contract Administrator | $18,027 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,233 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,886 |
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.
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 | $41,861 | $95,438-56.1% | $135,982-69.2% | $74,473-43.8% |
| Participation rate | 38.4% | 78.2%-39.8pp | 81.9%-43.5pp | 70.7%-32.3pp |
| Annual return | 0.00% | 32.61%-32.6pp | 68.32%-68.3pp | 34.36%-34.4pp |
| Employer contribution / active EE | $1,159 | $3,878-70.1% | $4,859-76.1% | $2,638-56.1% |
| Participant deferral / active EE | $2,038 | $7,790-73.8% | $7,760-73.7% | $4,530-55.0% |
| Admin fee / account holder | $377 | $259+45.7% | $10,767-96.5% | $347+8.7% |