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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR10+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 222 W ADAMS ST · CHICAGO, IL 60606 | Advisory (Plan) | $120,371 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62,555 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
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 | $117,664 | $101,672+15.7% | $147,117-20.0% | $74,478+58.0% |
| Participation rate | 86.9% | 75.5%+11.3pp | 82.2%+4.7pp | 67.2%+19.6pp |
| Annual return | 12.32% | 8757.83%-8745.5pp | 420.54%-408.2pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $2,366 | $3,813-37.9% | $4,932-52.0% | $2,626-9.9% |
| Participant deferral / active EE | $11,430 | $7,305+56.5% | $8,065+41.7% | $4,350+162.7% |
| Admin fee / account holder | $435 | $1,753-75.2% | $12,993-96.7% | $1,946-77.7% |