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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 27 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $139,483 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $17,076 |
Filed as: SAGEVIEW ADVISORY GROUP. LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $17,000 |
Service code 10 · EIN 95-4345526 | Accounting | $13,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $627,670 | $46,339+1254.5% | $143,801+336.5% | $64,829+868.2% |
| Participation rate | 92.6% | 64.3%+28.3pp | 80.3%+12.2pp | 71.5%+21.1pp |
| Annual return | -16.48% | -10.05%-6.4pp | -0.04%-16.4pp | 32.85%-49.3pp |
| Employer contribution / active EE | $32,534 | $1,911+1602.4% | $4,952+556.9% | $2,507+1197.7% |
| Participant deferral / active EE | $16,032 | $2,648+505.5% | $5,639+184.3% | $4,312+271.8% |
| Admin fee / account holder | $509 | $154+230.7% | $14,680-96.5% | $188+170.9% |