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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,541 |
CARSON ADVISORY INC3 years Filed as: CARSON ALLARIA WEALTH MANAGEMENT Service code 27 2246 SOUTH ST RTE 157, SUITE 225 · GLEN CARBON, IL 62034 | Advisory (Plan) | $44,180 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN DR, SUITE 300 · SAINT LOUIS, MO 63146 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,457 |
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 | $71,366 | $82,188-13.2% | $125,391-43.1% | $64,824+10.1% |
| Participation rate | 78.7% | 77.9%+0.8pp | 82.4%-3.7pp | 71.5%+7.2pp |
| Annual return | -13.53% | 3.50%-17.0pp | 572.41%-585.9pp | 32.84%-46.4pp |
| Employer contribution / active EE | $3,862 | $3,617+6.8% | $4,816-19.8% | $2,507+54.1% |
| Participant deferral / active EE | $6,519 | $7,177-9.2% | $7,448-12.5% | $4,311+51.2% |
| Admin fee / account holder | $316 | $163+93.5% | $10,009-96.8% | $188+68.2% |