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| Provider | Service type | Compensation |
|---|---|---|
DYLESKI8 years Service code 27 525 WATERVIEW TR · ALPHARETTA, GA 30022 | Advisory (Plan) | $44,181 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,752 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $82,031 | $60,454+35.7% | $81,844+0.2% | $74,459+10.2% |
| Participation rate | 64.5% | 63.0%+1.5pp | 72.4%-7.9pp | 67.2%-2.7pp |
| Annual return | 12.84% | 16.87%-4.0pp | 778.87%-766.0pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $1,543 | $2,630-41.3% | $2,916-47.1% | $2,626-41.2% |
| Participant deferral / active EE | $4,182 | $3,398+23.1% | $4,323-3.3% | $4,350-3.9% |
| Admin fee / account holder | $545 | $1,490-63.4% | $7,355-92.6% | $1,945-72.0% |