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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,927 |
DENALI WEALTH MANAGEMENT10+ years Service code 27 1325 W TOWNE SQUARE RD · MEQUON, WI 53092 | Advisory (Plan) | $20,471 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Service code 13 6737 W WASHINGTON, SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $3,375 |
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 | $103,158 | $88,203+17.0% | $165,100-37.5% | $74,478+38.5% |
| Participation rate | 99.4% | 73.1%+26.3pp | 78.6%+20.8pp | 67.2%+32.2pp |
| Annual return | 11.57% | 17.13%-5.6pp | 70.21%-58.6pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $2,975 | $2,601+14.4% | $4,348-31.6% | $2,626+13.3% |
| Participant deferral / active EE | $5,052 | $4,505+12.1% | $6,035-16.3% | $4,350+16.1% |
| Admin fee / account holder | $311 | $2,235-86.1% | $12,696-97.5% | $1,946-84.0% |