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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,739 |
CDH PC3 years Service code 10 100 PIERCE RD STE 100 · ITASCA, IL 60143 | Accounting | $29,502 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $27,793 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,863 |
RELO REDAC INC5 years Service code 99 1010 AVENUE OF THE AMERICAS 4TH FL · NEW YORK, NY 10018 | Other Fees | $2,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,379 | $73,532+43.3% | $178,505-41.0% | $74,478+41.5% |
| Participation rate | 43.3% | 66.6%-23.3pp | 77.1%-33.8pp | 67.2%-23.9pp |
| Annual return | 10.08% | 17.49%-7.4pp | 27.16%-17.1pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $595 | $2,221-73.2% | $3,955-85.0% | $2,626-77.4% |
| Participant deferral / active EE | $3,223 | $4,519-28.7% | $6,280-48.7% | $4,350-25.9% |
| Admin fee / account holder | $959 | $1,813-47.1% | $10,428-90.8% | $1,946-50.7% |