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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,275 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,853 |
PREMIER BANK2 years Service code 27 601 CLINTON STREET · DEFIANCE, OH 43512 | Advisory (Plan) | $10,286 |
Service code 27 6910 N MAIN ST BLDG 16 UNIT 41 · GRANGER, IN 46530 | Advisory (Plan) | $2,949 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,163 | $54,674-24.7% | $76,089-45.9% | $74,429-44.7% |
| Participation rate | 70.7% | 60.3%+10.4pp | 69.1%+1.6pp | 67.2%+3.5pp |
| Annual return | 10.49% | 31.89%-21.4pp | 360.94%-350.5pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $178 | $1,781-90.0% | $2,690-93.4% | $2,625-93.2% |
| Participant deferral / active EE | $3,419 | $3,071+11.3% | $4,259-19.7% | $4,348-21.4% |
| Admin fee / account holder | $418 | $2,238-81.3% | $6,418-93.5% | $1,944-78.5% |