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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $100,808 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $53,993 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $35,904 |
CLARK, SCHAEFER, HACKETT & CO.10+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $21,650 |
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 | $119,498 | $82,972+44.0% | $103,374+15.6% | $77,671+53.9% |
| Participation rate | 96.2% | 71.5%+24.7pp | 74.5%+21.7pp | 70.6%+25.6pp |
| Annual return | 12.16% | 19.14%-7.0pp | 24.89%-12.7pp | 31.21%-19.1pp |
| Employer contribution / active EE | $11,891 | $3,554+234.6% | $3,869+207.3% | $2,726+336.1% |
| Participant deferral / active EE | $6,937 | $4,108+68.8% | $5,058+37.2% | $4,648+49.2% |
| Admin fee / account holder | $352 | $639-44.8% | $8,394-95.8% | $430-18.2% |