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| Provider | Service type | Compensation |
|---|---|---|
DYLESKI2 years Service code 27 525 WATERVIEW TR · ALPHARETTA, GA 30022 | Advisory (Plan) | $27,763 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,398 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,400 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,413 | $44,873+61.4% | $79,476-8.9% | $56,287+28.6% |
| Participation rate | 52.4% | 68.7%-16.4pp | 73.3%-21.0pp | 69.9%-17.5pp |
| Annual return | -5.78% | 0.81%-6.6pp | 718.21%-724.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,288 | $2,140-39.8% | $2,800-54.0% | $2,111-39.0% |
| Participant deferral / active EE | $3,071 | $2,746+11.8% | $3,704-17.1% | $3,350-8.3% |
| Admin fee / account holder | $513 | $418+22.6% | $5,113-90.0% | $521-1.5% |