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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 | $36,968 |
Filed as: SECURIAN FINANCIAL SERVICES INC. Service code 27 400 ROBERT ST N · ST. PAUL, MN 55101 | Advisory (Plan) | $33,333 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: MUELLER&CO LLP DBA PKF MUELLER LLC Service code 10 1707 N RANDALL RD STE 200 · ELGIN, IL 60123 | Accounting | $11,950 |
PREMIER RETIREMENT PARTNERS5 years Service code 13 8040 EXCELSIOR DR · MADISON, WI 53717 | Contract Administrator | $9,286 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,635 | $91,474+51.6% | $135,982+2.0% | $71,529+93.8% |
| Participation rate | 95.2% | 75.7%+19.5pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 15.38% | 29.89%-14.5pp | 68.32%-52.9pp | 28.97%-13.6pp |
| Employer contribution / active EE | $3,724 | $3,705+0.5% | $4,859-23.4% | $2,590+43.8% |
| Participant deferral / active EE | $9,346 | $7,095+31.7% | $7,760+20.4% | $4,291+117.8% |
| Admin fee / account holder | $541 | $1,267-57.3% | $10,767-95.0% | $1,588-65.9% |