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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $47,374 |
AXIS GROUP LLC6 years Service code 99 400 CONNELL DR STE 6100 · BERKELEY HEIGHTS, NJ 07922 | Other Fees | $5,250 |
Filed as: LARSON ALLEN LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $4,725 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,170 | $91,439+5.2% | $135,974-29.3% | $71,511+34.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.04% | 29.90%-9.9pp | 68.30%-48.3pp | 28.86%-8.8pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $14,059 | $7,093+98.2% | $7,760+81.2% | $4,291+227.7% |
| Admin fee / account holder | $358 | $1,267-71.7% | $10,767-96.7% | $1,588-77.4% |