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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES INC. Service code 27 400 ROBERT ST N · ST. PAUL, MN 55101 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,404 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: MUELLER&CO LLP DBA PKF MUELLER LLC Service code 10 1707 N RANDALL RD STE 200 · ELGIN, IL 60123 | Accounting | $10,699 |
PREMIER RETIREMENT PARTNERS4 years Service code 13 8040 EXCELSIOR DR · MADISON, WI 53717 | Contract Administrator | $8,450 |
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 | $132,331 | $84,499+56.6% | $125,391+5.5% | $66,949+97.7% |
| Participation rate | 89.3% | 76.4%+12.9pp | 82.4%+7.0pp | 69.8%+19.5pp |
| Annual return | -13.66% | -8.49%-5.2pp | 572.41%-586.1pp | 1.57%-15.2pp |
| Employer contribution / active EE | $3,345 | $3,554-5.9% | $4,816-30.5% | $2,545+31.4% |
| Participant deferral / active EE | $8,262 | $6,785+21.8% | $7,448+10.9% | $4,239+94.9% |
| Admin fee / account holder | $582 | $685-15.1% | $10,009-94.2% | $594-2.0% |