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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 315 DEADERICK ST 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $40,099 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,582 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 99 6737 W. WASHINGTON STREET, STE 1105 · MILWAUKEE, WI 53214 | Other Fees | $12,283 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,358 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,990 | $76,112+73.4% | $96,544+36.7% | $71,529+84.5% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.1pp | 67.9%+31.1pp |
| Annual return | 11.70% | 22.80%-11.1pp | 25.88%-14.2pp | 28.97%-17.3pp |
| Employer contribution / active EE | $3,326 | $2,248+47.9% | $2,966+12.1% | $2,590+28.4% |
| Participant deferral / active EE | $2,592 | $4,217-38.5% | $4,851-46.6% | $4,291-39.6% |
| Admin fee / account holder | $512 | $2,708-81.1% | $8,254-93.8% | $1,588-67.8% |