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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,479 |
LOMBARD SECURITIES INC5 years Service code 26 1820 LANCASTER ST 2ND FL · BALTIMORE, MD 21231 | Advisory (Participants) | $29,637 |
CONRAD SIEGEL4 years Filed as: CONRAD M SIEGEL INC Service code 13 501 CORPORATE CIRCLE PO BOX 5900 · HARRISBURG, PA 171100900 | Contract Administrator | $28,927 |
SRS CAPITAL ADVISORS4 years Service code 27 730 17TH STREET STE 107 · DENVER, CO 80202 | Advisory (Plan) | $16,235 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,396 |
RKL LLP3 years Filed as: REINSEL KUNTZ LESHER LLP Service code 10 · EIN 23-2108173 1800 FRUITVILLE PIKE · LANCASTER, PA 176048408 | Accounting | $8,750 |
THE RETIREMENT ADVANTAGE INC2 years Service code 99 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Other Fees | $2,875 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS LLC Service code 28 P.O. BOX 9819 · PROVIDENCE, RI 029408019 | Investment Management | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,289 | $53,165-11.1% | $86,216-45.2% | $74,460-36.5% |
| Participation rate | 48.7% | 64.9%-16.2pp | 69.0%-20.3pp | 70.7%-22.0pp |
| Annual return | 16.34% | 22.64%-6.3pp | 1169.42%-1153.1pp | 34.38%-18.0pp |
| Employer contribution / active EE | $430 | $1,210-64.5% | $2,382-81.9% | $2,638-83.7% |
| Participant deferral / active EE | $2,946 | $3,234-8.9% | $3,986-26.1% | $4,530-35.0% |
| Admin fee / account holder | $323 | $551-41.4% | $6,853-95.3% | $348-7.2% |