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| Provider | Service type | Compensation |
|---|---|---|
ALPHA INVESTMENT CONSULTING GROUP10+ years Service code 27 11 E KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $31,961 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,261 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,559 | $51,638+623.4% | $68,368+446.4% | $82,448+353.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 11.18% | 37.53%-26.4pp | 292.57%-281.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $19,353 | $2,047+845.7% | $2,649+630.6% | $2,551+658.7% |
| Participant deferral / active EE | $8,240 | $2,914+182.8% | $4,123+99.9% | $4,139+99.1% |
| Admin fee / account holder | $567 | $4,643-87.8% | $5,150-89.0% | $7,234-92.2% |