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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 13 910 E ST LOUIS STREET, SUITE 200 · SPRINGFIELD, MO 658011190 | Contract Administrator | $50,644 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $43,265 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,418 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,525 | $83,090+90.8% | $130,062+21.9% | $71,529+121.6% |
| Participation rate | 82.1% | 74.1%+8.0pp | 78.5%+3.6pp | 67.9%+14.1pp |
| Annual return | 16.52% | 20.61%-4.1pp | -137.37%+153.9pp | 28.97%-12.5pp |
| Employer contribution / active EE | $5,250 | $2,624+100.1% | $4,322+21.5% | $2,590+102.7% |
| Participant deferral / active EE | $4,234 | $4,436-4.5% | $5,821-27.3% | $4,291-1.3% |
| Admin fee / account holder | $435 | $1,727-74.8% | $10,601-95.9% | $1,588-72.6% |