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| Provider | Service type | Compensation |
|---|---|---|
WEATHSHIELD PARTNERS LLC1 year Service code 27 2500 REGENCY PARKWAY · CARY, NC 27518 | Advisory (Plan) | $47,672 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,119 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,173 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $2,483 |
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.)
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 | $96,369 | $146,267-34.1% | $197,124-51.1% | $82,448+16.9% |
| Participation rate | 96.1% | 84.0%+12.0pp | 86.7%+9.3pp | 68.1%+28.0pp |
| Annual return | 14.93% | 29.61%-14.7pp | 44.34%-29.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,114 | $7,035-13.1% | $9,135-33.1% | $4,139+47.7% |
| Admin fee / account holder | $776 | $14,422-94.6% | $16,298-95.2% | $7,234-89.3% |