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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,652 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $36,462 |
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 | $66,145 | $101,499-34.8% | $147,005-55.0% | $74,546-11.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.64% | 8732.34%-8718.7pp | 418.76%-405.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $3,524 | $3,811-7.5% | $4,934-28.6% | $2,624+34.3% |
| Participant deferral / active EE | $5,965 | $7,304-18.3% | $8,070-26.1% | $4,347+37.2% |
| Admin fee / account holder | $336 | $1,748-80.8% | $13,006-97.4% | $1,944-82.7% |