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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $30,719 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,905 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,785 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,367 | $59,105+15.7% | $159,991-57.3% | $66,930+2.1% |
| Participation rate | 92.8% | 68.1%+24.7pp | 78.0%+14.8pp | 69.8%+23.0pp |
| Annual return | -16.79% | -12.26%-4.5pp | 408.82%-425.6pp | 1.57%-18.4pp |
| Employer contribution / active EE | $5,533 | $1,983+179.1% | $4,225+31.0% | $2,545+117.4% |
| Participant deferral / active EE | $10,358 | $4,395+135.7% | $6,183+67.5% | $4,238+144.4% |
| Admin fee / account holder | $324 | $591-45.1% | $8,715-96.3% | $593-45.3% |