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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $27,951 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,824 |
BARTON WALTER & KRIER PC2 years Filed as: BARTON MINES COMPANY LLC DBA BARTON Service code 99 6 WARREN ST · GLENS FALLS, NY 12801 | Other Fees | $20,065 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $92 |
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 | $196,378 | $72,352+171.4% | $142,516+37.8% | $71,529+174.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 12.69% | 21.17%-8.5pp | 20.03%-7.3pp | 28.97%-16.3pp |
| Employer contribution / active EE | $5,157 | $3,800+35.7% | $4,849+6.4% | $2,590+99.1% |
| Participant deferral / active EE | $8,818 | $5,288+66.8% | $6,280+40.4% | $4,291+105.5% |
| Admin fee / account holder | $391 | $1,438-72.8% | $10,008-96.1% | $1,588-75.4% |