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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP4 years Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $20,475 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,691 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,909 |
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 | $64,500 | $58,275+10.7% | $81,844-21.2% | $80,935-20.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.19% | 41.82%-27.6pp | 778.87%-764.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $6,017 | $2,346+156.5% | $2,916+106.3% | $2,757+118.3% |
| Participant deferral / active EE | $6,045 | $3,285+84.0% | $4,323+39.8% | $4,299+40.6% |
| Admin fee / account holder | $393 | $4,749-91.7% | $7,355-94.7% | $6,924-94.3% |