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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DRIVE EAST · JACKSONVILLE, FL 32246 | Advisory (Plan) | $127,476 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,287 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,146 |
ASSOCIATED PENSION CONSULTANTS9+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $11,901 |
AMERICAN REALTY ADVISORS1 year Filed as: FIRST AMERICAN BANK Service code 99 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Other Fees | $3,485 |
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 | $140,104 | $95,438+46.8% | $135,982+3.0% | $74,473+88.1% |
| Participation rate | 89.8% | 78.2%+11.6pp | 81.9%+7.9pp | 70.7%+19.0pp |
| Annual return | 29.02% | 32.61%-3.6pp | 68.32%-39.3pp | 34.36%-5.3pp |
| Employer contribution / active EE | $2,875 | $3,878-25.9% | $4,859-40.8% | $2,638+9.0% |
| Participant deferral / active EE | $9,671 | $7,790+24.1% | $7,760+24.6% | $4,530+113.5% |
| Admin fee / account holder | $421 | $259+62.7% | $10,767-96.1% | $347+21.4% |