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| Provider | Service type | Compensation |
|---|---|---|
GROSSMAN YANAK & FORD LLP3 years Service code 10 THREE GATEWAY CENTER STE 1800 · PITTSBURGH, PA 15222 | Accounting | $25,099 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,239 |
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 | $243,120 | $93,589+159.8% | $135,942+78.8% | $75,181+223.4% |
| Participation rate | 86.4% | 75.2%+11.2pp | 81.9%+4.5pp | 67.2%+19.2pp |
| Annual return | 16.21% | 30.90%-14.7pp | 68.28%-52.1pp | 160.69%-144.5pp |
| Employer contribution / active EE | $4,313 | $3,537+21.9% | $4,858-11.2% | $2,671+61.5% |
| Participant deferral / active EE | $8,169 | $6,405+27.5% | $7,759+5.3% | $4,126+98.0% |
| Admin fee / account holder | $325 | $6,977-95.3% | $10,764-97.0% | $5,650-94.3% |