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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $127,853 |
BARTON WALTER & KRIER PC1 year Filed as: BARTON MINES COMPANY LLC DBA BARTON Service code 99 6 WARREN ST · GLENS FALLS, NY 12801 | Other Fees | $37,743 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $34,668 |
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 | $182,563 | $64,871+181.4% | $129,118+41.4% | $66,949+172.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.2%+22.8pp | 69.8%+30.2pp |
| Annual return | -10.15% | -12.21%+2.1pp | -10.94%+0.8pp | 1.57%-11.7pp |
| Employer contribution / active EE | $4,083 | $3,741+9.1% | $5,051-19.2% | $2,545+60.4% |
| Participant deferral / active EE | $7,552 | $5,090+48.4% | $6,539+15.5% | $4,239+78.2% |
| Admin fee / account holder | $928 | $629+47.5% | $14,305-93.5% | $594+56.3% |