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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 | $106,110-7.7% | $147,005-33.4% | $77,671+26.1% |
| Participation rate | 82.9% | 78.4%+4.5pp | 82.2%+0.7pp | 70.6%+12.3pp |
| Annual return | 15.41% | 56.77%-41.4pp | 418.76%-403.4pp | 31.21%-15.8pp |
| Employer contribution / active EE | $4,385 | $4,065+7.9% | $4,934-11.1% | $2,726+60.8% |
| Participant deferral / active EE | $7,171 | $7,992-10.3% | $8,070-11.1% | $4,648+54.3% |
| Admin fee / account holder | $322 | $338-4.7% | $13,006-97.5% | $430-25.2% |