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| Provider | Service type | Compensation |
|---|---|---|
REVOLUTION GROWTH II, LP1 year Filed as: REVOLUTION MARKETING LLC Service code 99 210 N CARPENTER ST 9TH FL · CHICAGO, IL 60607 | Other Fees | $42,256 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,379 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,749 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,310 | $101,653-38.7% | $147,080-57.6% | $74,459-16.3% |
| Participation rate | 97.1% | 75.6%+21.6pp | 82.2%+15.0pp | 67.2%+29.9pp |
| Annual return | 13.91% | 8754.98%-8741.1pp | 420.17%-406.3pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $2,259 | $3,813-40.8% | $4,933-54.2% | $2,626-14.0% |
| Participant deferral / active EE | $9,171 | $7,304+25.6% | $8,066+13.7% | $4,350+110.8% |
| Admin fee / account holder | $432 | $1,752-75.4% | $12,989-96.7% | $1,945-77.8% |