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| Provider | Service type | Compensation |
|---|---|---|
HILL WARD HENDERSON5 years Filed as: HILL BARTH & KING LLC DBA HBK CPAS Service code 10 6603 SUMMIT DR · CANFIELD, OH 44406 | Accounting | $31,186 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,256 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,275 | $50,199+16.1% | $69,890-16.6% | $66,949-13.0% |
| Participation rate | 65.4% | 66.3%-1.0pp | 70.5%-5.1pp | 69.8%-4.5pp |
| Annual return | -15.67% | -13.85%-1.8pp | 190.84%-206.5pp | 1.57%-17.2pp |
| Employer contribution / active EE | $1,609 | $1,864-13.7% | $2,560-37.1% | $2,545-36.8% |
| Participant deferral / active EE | $2,115 | $3,112-32.0% | $3,848-45.0% | $4,239-50.1% |
| Admin fee / account holder | $493 | $600-17.8% | $6,267-92.1% | $594-16.9% |