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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAVANT CAPITAL LLC DBA SAVANT WEATL Service code 27 190 BUCKLEY DR · ROCKFORD, IL 61107 | Advisory (Plan) | $27,426 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,364 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 | Contract Administrator | $8,221 |
Filed as: PA RETIREMENT SOLUTIONS Service code 13 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $5,960 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,783 |
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 | $50,534 | $79,209-36.2% | $102,434-50.7% | $74,459-32.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.30% | 54.98%-41.7pp | 29.46%-16.2pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $2,644 | $2,362+11.9% | $3,023-12.5% | $2,626+0.7% |
| Participant deferral / active EE | $4,245 | $4,417-3.9% | $5,055-16.0% | $4,350-2.4% |
| Admin fee / account holder | $507 | $2,002-74.7% | $9,462-94.6% | $1,945-73.9% |