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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $75,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,922 |
MAYER HOFFMAN MCCANN P.C.4 years Service code 10 · EIN 43-1947695 | Accounting | $22,480 |
CHRISTOPHER BROUSAIDES8+ years Filed as: CHRISTOPHER B BURKE ENGINEERING, LT Service code 49 9575 W HIGGINS ROAD · ROSEMONT, IL 60018 | Other Services | $18,807 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $196,305 | $82,163+138.9% | $125,363+56.6% | $64,814+202.9% |
| Participation rate | 96.0% | 77.9%+18.1pp | 82.4%+13.6pp | 71.5%+24.6pp |
| Annual return | -20.38% | 3.49%-23.9pp | 572.15%-592.5pp | 32.84%-53.2pp |
| Employer contribution / active EE | $2,173 | $3,616-39.9% | $4,815-54.9% | $2,507-13.3% |
| Participant deferral / active EE | $10,921 | $7,175+52.2% | $7,447+46.6% | $4,310+153.4% |
| Admin fee / account holder | $531 | $163+225.3% | $10,005-94.7% | $188+182.6% |