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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,048 |
KAMINSKY AND ASSOCIATES3 years Service code 27 2340 DETROIT AVENUE 3RD FLOOR · MAUMEE, OH 43537 | Advisory (Plan) | $31,366 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $12,750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,786 | $62,267-12.0% | $110,243-50.3% | $55,725-1.7% |
| Participation rate | 58.1% | 78.1%-20.0pp | 79.8%-21.7pp | 70.9%-12.7pp |
| Annual return | -3.39% | -1.07%-2.3pp | 314.76%-318.1pp | 244.93%-248.3pp |
| Employer contribution / active EE | $768 | $1,941-60.5% | $3,827-79.9% | $2,078-63.1% |
| Participant deferral / active EE | $3,482 | $3,516-1.0% | $4,672-25.5% | $3,356+3.8% |
| Admin fee / account holder | $333 | $121+175.3% | $8,548-96.1% | $115+189.0% |