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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT PLANOLOGY INC1 year Service code 27 950 N WASHINGTON ST · ALEXANDRIA, VA 22314 | Advisory (Plan) | $27,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,555 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,444 |
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 | $112,277 | $58,311+92.6% | $81,882+37.1% | $80,959+38.7% |
| Participation rate | 97.9% | 63.5%+34.4pp | 72.4%+25.5pp | 67.7%+30.2pp |
| Annual return | 17.90% | 41.85%-23.9pp | 779.47%-761.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $6,880 | $2,347+193.2% | $2,916+136.0% | $2,757+149.5% |
| Participant deferral / active EE | $8,707 | $3,287+164.9% | $4,323+101.4% | $4,300+102.5% |
| Admin fee / account holder | $326 | $4,752-93.1% | $7,360-95.6% | $6,925-95.3% |