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| Provider | Service type | Compensation |
|---|---|---|
CARSON ADVISORY INC5 years Filed as: CARSON ALLARIA WEALTH MANAGEMENT Service code 27 2246 SOUTH ST RTE 157, SUITE 225 · GLEN CARBON, IL 62034 | Advisory (Plan) | $61,589 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,610 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,839 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN DR, SUITE 300 · SAINT LOUIS, MO 63146 | Contract Administrator | $3,145 |
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 | $97,958 | $106,230-7.8% | $147,080-33.4% | $77,736+26.0% |
| Participation rate | 82.9% | 78.4%+4.5pp | 82.2%+0.7pp | 70.6%+12.3pp |
| Annual return | 15.41% | 56.91%-41.5pp | 420.17%-404.8pp | 31.26%-15.9pp |
| Employer contribution / active EE | $4,385 | $4,072+7.7% | $4,933-11.1% | $2,728+60.7% |
| Participant deferral / active EE | $7,171 | $8,001-10.4% | $8,066-11.1% | $4,651+54.2% |
| Admin fee / account holder | $322 | $338-4.9% | $12,989-97.5% | $433-25.7% |