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| Provider | Service type | Compensation |
|---|---|---|
MPS COMMUNICATIONS4 years Filed as: MPS LORIA FINANCIAL PLANNERS, LLC Service code 27 7500 S COUNTY LINE RD · BURR RIDGE, IL 60527 | Advisory (Plan) | $26,955 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,876 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,480 |
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.)
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 | $64,548 | $88,186-26.8% | $165,071-60.9% | $74,459-13.3% |
| Participation rate | 61.6% | 73.1%-11.6pp | 78.6%-17.1pp | 67.2%-5.7pp |
| Annual return | 13.51% | 17.13%-3.6pp | 70.17%-56.7pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $1,324 | $2,600-49.1% | $4,347-69.5% | $2,626-49.6% |
| Participant deferral / active EE | $4,392 | $4,505-2.5% | $6,035-27.2% | $4,350+1.0% |
| Admin fee / account holder | $330 | $2,234-85.3% | $12,695-97.4% | $1,945-83.1% |