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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 | $32,401 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 99 PO BOX 735399 · DALLAS, TX 75373 | Other Fees | $25,000 |
STOKES FAMILY OFFICE LLC1 year Filed as: STOKES VISCA HUCKO & BARONE CPAS LL Service code 99 29 GOODWAY DR · ROCHESTER, NY 14623 | Other Fees | $19,500 |
HARTER SECREST & EMERY LLP10+ years Service code 99 1600 BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Other Fees | $15,265 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES INC Service code 99 99 HIGH ST · BOSTON, MA 02110 | Other Fees | $8,125 |
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 | $69,886 | $61,315+14.0% | $90,259-22.6% | $64,728+8.0% |
| Participation rate | 79.4% | 51.1%+28.3pp | 70.7%+8.7pp | 57.9%+21.5pp |
| Annual return | 6.43% | 19.46%-13.0pp | 18.88%-12.4pp | 49.38%-42.9pp |
| Employer contribution / active EE | $1,504 | $1,602-6.1% | $2,291-34.4% | $2,243-32.9% |
| Participant deferral / active EE | $3,049 | $2,408+26.6% | $3,827-20.3% | $2,729+11.7% |
| Admin fee / account holder | $360 | $1,726-79.1% | $7,267-95.0% | $1,145-68.5% |