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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,960 |
Service code 27 1400 AMERICAN BLVD BLDG 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $27,103 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 13 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Contract Administrator | $23,533 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,683 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Other Fees | $4,355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,432 | $59,456+8.4% | $93,669-31.2% | $74,429-13.4% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 13.06% | 82.00%-68.9pp | 133.59%-120.5pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $1,431 | $1,266+13.1% | $2,424-40.9% | $2,625-45.5% |
| Participant deferral / active EE | $5,876 | $3,052+92.5% | $4,416+33.1% | $4,348+35.1% |
| Admin fee / account holder | $458 | $3,026-84.8% | $8,291-94.5% | $1,944-76.4% |