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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $43,555 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $34,589 |
Filed as: EMPOWER TRUST COMPANY LLC Service code 27 · EIN 20-0858084 | Advisory (Plan) | $1,907 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
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 | $57,428 | $95,417-39.8% | $135,974-57.8% | $74,460-22.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.83% | 32.76%-14.9pp | 68.30%-50.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $5,570 | $3,878+43.6% | $4,859+14.6% | $2,638+111.1% |
| Participant deferral / active EE | $9,268 | $7,789+19.0% | $7,760+19.4% | $4,530+104.6% |
| Admin fee / account holder | $345 | $266+29.7% | $10,767-96.8% | $348-0.8% |