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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 475 RIVER BEND ROAD · NAPERVILLE, IL 60540 | Advisory (Plan) | $115,893 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,279 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,791 |
Service code 27 6011 W. COURTYARD DR., STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $26,342 |
Service code 13 119 E PALATINE RD, SUITE 104 · PALATINE, IL 60067 | Contract Administrator | $16,384 |
DUFEK & COMPANY LLC6 years Filed as: DUFEK & COMPANY, LLC Service code 10 332 S MICHIGAN AVENUE, SUITE 900 · CHICAGO, IL 60604 | Accounting | $4,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,206 | $106,264+4.7% | $147,117-24.4% | $77,762+43.0% |
| Participation rate | 66.8% | 78.4%-11.6pp | 82.2%-15.4pp | 70.6%-3.8pp |
| Annual return | 12.01% | 56.94%-44.9pp | 420.54%-408.5pp | 31.27%-19.3pp |
| Employer contribution / active EE | $3,293 | $4,074-19.2% | $4,932-33.2% | $2,728+20.7% |
| Participant deferral / active EE | $11,699 | $8,003+46.2% | $8,065+45.1% | $4,651+151.5% |
| Admin fee / account holder | $451 | $334+34.8% | $12,993-96.5% | $433+4.1% |