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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $482,078 |
Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $68,629 |
Filed as: EQUIPMENT DEALER CONSULTING LLC Service code 10 10100 N AMBASSADOR DR STE 310 · KANSAS CITY, MO 641532313 | Accounting | $21,555 |
QUALIFIED PLANS, LLC7 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 99 4949 WESTOWN PARKWAY STE 110 · WEST DES MOINES, IA 50266 | Other Fees | $1,425 |
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 | $90,688 | $73,149+24.0% | $120,574-24.8% | $77,736+16.7% |
| Participation rate | 84.1% | 55.2%+29.0pp | 71.9%+12.2pp | 70.6%+13.6pp |
| Annual return | 12.41% | 18.24%-5.8pp | 107.42%-95.0pp | 31.26%-18.9pp |
| Employer contribution / active EE | $2,916 | $1,793+62.6% | $3,471-16.0% | $2,728+6.9% |
| Participant deferral / active EE | $6,183 | $3,006+105.7% | $4,996+23.8% | $4,651+33.0% |
| Admin fee / account holder | $556 | $660-15.7% | $9,445-94.1% | $433+28.3% |