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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 717 17TH ST · DENVER, CO 80202 | Securities Custodian | $91,073 |
RETIREMENT PLANOLOGY INC1 year Service code 27 890 N WASHINGTON ST · ALEXANDRIA, VA 22314 | Advisory (Plan) | $2,414 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80015 | Recordkeeping Fees | $517 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,777 | $101,672-47.1% | $147,117-63.4% | $74,478-27.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -0.42% | 8757.83%-8758.2pp | 420.54%-421.0pp | 1370.56%-1371.0pp |
| Employer contribution / active EE | $5,026 | $3,813+31.8% | $4,932+1.9% | $2,626+91.4% |
| Participant deferral / active EE | $6,154 | $7,305-15.8% | $8,065-23.7% | $4,350+41.5% |
| Admin fee / account holder | $359 | $1,753-79.5% | $12,993-97.2% | $1,946-81.6% |