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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 | $35,678 |
LAKE STREET FINANCIAL LLC7 years Service code 27 444 W LAKE STREET · CHICAGO, IL 60606 | Advisory (Plan) | $34,830 |
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 13 1751 LAKE COOK RD · DEERFIELD, IL 60015 | Contract Administrator | $26,139 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,908 |
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 | $29,438 | $80,781-63.6% | $102,437-71.3% | $74,478-60.5% |
| Participation rate | 98.8% | 65.7%+33.2pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 12.00% | 27.58%-15.6pp | 24.95%-12.9pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $2,457 | $3,160-22.3% | $3,871-36.5% | $2,626-6.5% |
| Participant deferral / active EE | $5,756 | $3,862+49.1% | $5,060+13.8% | $4,350+32.3% |
| Admin fee / account holder | $450 | $2,372-81.0% | $8,388-94.6% | $1,946-76.9% |