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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,972 |
Filed as: RAYMOND JAMES & ASSOCIATES,INC. Service code 26 1530 AMERICAN WAY, SUITE 230 · GREENWOOD, IN 46143 | Advisory (Participants) | $48,000 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 4650 EAST 53RD STREET · DAVENPORT, IA 52807 | Accounting | $19,845 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $14,723 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 | Contract Administrator | $10,000 |
BENEFITS PLAN PLUS LLC6 years Service code 13 11701 BORMAN DR, STE 300 · ST LOUIS, MO 63146 | Contract Administrator | $4,351 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; P... | $4,053 |
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 | $281,374 | $61,391+358.3% | $149,723+87.9% | $71,529+293.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.53% | 35.88%-19.3pp | 134.50%-118.0pp | 28.97%-12.4pp |
| Employer contribution / active EE | $14,999 | $2,384+529.3% | $4,821+211.1% | $2,590+479.2% |
| Participant deferral / active EE | $10,295 | $2,921+252.5% | $5,682+81.2% | $4,291+139.9% |
| Admin fee / account holder | $514 | $1,264-59.3% | $13,215-96.1% | $1,588-67.6% |