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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 | $88,137-26.8% | $164,975-60.9% | $74,429-13.3% |
| Participation rate | 61.6% | 73.1%-11.5pp | 78.6%-17.0pp | 67.2%-5.6pp |
| Annual return | 13.51% | 17.13%-3.6pp | 70.12%-56.6pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $1,324 | $2,597-49.0% | $4,343-69.5% | $2,625-49.6% |
| Participant deferral / active EE | $4,392 | $4,501-2.4% | $6,033-27.2% | $4,348+1.0% |
| Admin fee / account holder | $330 | $2,231-85.2% | $12,688-97.4% | $1,944-83.1% |