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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 | $24,593 |
BDO USA, LLP1+ years Filed as: BDO, USA, P.C. Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $21,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,948 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $16,722 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,519 | $71,534+106.2% | $98,462+49.8% | $71,529+106.2% |
| Participation rate | 90.1% | 72.7%+17.5pp | 75.2%+15.0pp | 67.9%+22.2pp |
| Annual return | 11.32% | 32.44%-21.1pp | 21.17%-9.8pp | 28.97%-17.6pp |
| Employer contribution / active EE | $5,054 | $2,399+110.7% | $3,049+65.8% | $2,590+95.2% |
| Participant deferral / active EE | $9,546 | $4,109+132.3% | $4,738+101.5% | $4,291+122.5% |
| Admin fee / account holder | $379 | $1,677-77.4% | $8,875-95.7% | $1,588-76.2% |