Filed September 17, 2026 (most recent of 2 filings on file)
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,440 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,575 | $54,229+57.8% | $70,092+22.1% | $68,494+24.9% |
| Participation rate | 93.9% | 64.5%+29.4pp | 70.5%+23.4pp | 67.9%+26.0pp |
| Annual return | -16.20% | -13.87%-2.3pp | 190.73%-206.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,856 | $2,018+41.5% | $2,559+11.6% | $2,596+10.0% |
| Participant deferral / active EE | $7,785 | $2,956+163.4% | $3,849+102.3% | $4,027+93.3% |
| Admin fee / account holder | $355 | $4,694-92.4% | $6,267-94.3% | $5,403-93.4% |