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| Provider | Service type | Compensation |
|---|---|---|
MSPC11+ years Service code 10 · EIN 22-2951202 | Accounting | $28,780 |
Filed as: EMPOWER TRUST COMPANY, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,165 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 51 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Mgmt Fees | $17,166 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 28 1500 BROADWAY, 28TH FLOOR · NEW YORK, NY 10036 | Investment Management | $11,625 |
I.E. SHAFFER & CO.11+ years Filed as: I.E. SHAFFER Service code 12 · EIN 22-1750854 | Claims processing; Direct payment fro... | $10,964 |
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 | $79,086 | $47,105+67.9% | $68,368+15.7% | $67,986+16.3% |
| Participation rate | 96.2% | 51.8%+44.4pp | 73.8%+22.4pp | 57.2%+38.9pp |
| Annual return | 5.95% | 48.37%-42.4pp | 292.57%-286.6pp | 31.67%-25.7pp |
| Employer contribution / active EE | $4,000 | $1,859+115.2% | $2,649+51.0% | $2,019+98.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $460 | $2,435-81.1% | $5,150-91.1% | $3,203-85.6% |