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| Provider | Service type | Compensation |
|---|---|---|
NOTE ADVISORS LLC5 years Filed as: NOTE ADVISORS, LLC Service code 27 · EIN 46-5416446 | Advisory (Plan) | $35,871 |
Filed as: EMPOWER LIFE AND ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $25,101 |
Service code 13 | Contract Administrator | $10,800 |
PPS PENSION & FINANCIAL SERVICES11+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $4,594 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $449 |
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 | $217,121 | $106,749+103.4% | $145,433+49.3% | $82,448+163.3% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 11.76% | 27.59%-15.8pp | 66.58%-54.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,852 | $3,444-46.2% | $4,554-59.3% | $2,551-27.4% |
| Participant deferral / active EE | $8,124 | $6,519+24.6% | $7,897+2.9% | $4,139+96.3% |
| Admin fee / account holder | $834 | $8,390-90.1% | $13,129-93.6% | $7,234-88.5% |