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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,426 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,211 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $15,324 |
FCL GRAPHICS, INC.2 years Service code 99 4600 N OLCOTT AVENUE · HARWOOD HEIGHTS, IL 60706 | Other Fees | $3,285 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,969 | $63,314-27.4% | $91,004-49.5% | $62,293-26.2% |
| Participation rate | 86.2% | 73.3%+12.9pp | 75.6%+10.6pp | 69.5%+16.7pp |
| Annual return | 13.05% | 21.00%-7.9pp | 4.60%+8.4pp | 28.90%-15.8pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,910 | $2,944-1.1% | $3,548-18.0% | $3,169-8.2% |
| Admin fee / account holder | $389 | $468-16.7% | $5,417-92.8% | $479-18.8% |