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| Provider | Service type | Compensation |
|---|---|---|
WELLSTAT MANAGEMENT COMPANY LLC8+ years Service code 99 930 CLOPPER RD · GAITHERSBURG, MD 20878 | Other Fees | $44,500 |
MERCER2 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $34,146 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,342 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,256 |
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 | $145,661 | $82,674+76.2% | $125,381+16.2% | $68,486+112.7% |
| Participation rate | 80.5% | 75.1%+5.4pp | 82.4%-1.9pp | 67.9%+12.6pp |
| Annual return | -17.86% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,377 | $3,382-59.3% | $4,815-71.4% | $2,597-47.0% |
| Participant deferral / active EE | $11,802 | $6,111+93.1% | $7,448+58.5% | $4,028+193.0% |
| Admin fee / account holder | $1,060 | $6,277-83.1% | $10,007-89.4% | $5,404-80.4% |