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| Provider | Service type | Compensation |
|---|---|---|
NOTE ADVISORS LLC4 years Filed as: NOTE ADVISORS, LLC Service code 27 · EIN 46-5416446 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER LIFE AND ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $43,977 |
Service code 13 | Contract Administrator | $12,238 |
PPS PENSION & FINANCIAL SERVICES10+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $5,613 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $267 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,972 | $102,385+73.8% | $147,080+21.0% | $80,935+119.9% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 11.59% | 135.09%-123.5pp | 420.17%-408.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,601 | $6,651-0.7% | $8,066-18.2% | $4,299+53.5% |
| Admin fee / account holder | $485 | $7,951-93.9% | $12,989-96.3% | $6,924-93.0% |