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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 | $61,125+511.1% | $94,057+297.2% | $87,485+327.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 11.18% | 35.20%-24.0pp | 480.62%-469.4pp | 26.06%-14.9pp |
| Employer contribution / active EE | $19,353 | $2,136+805.8% | $2,933+559.8% | $2,596+645.4% |
| Participant deferral / active EE | $8,240 | $3,260+152.7% | $4,709+75.0% | $4,274+92.8% |
| Admin fee / account holder | $567 | $5,629-89.9% | $7,244-92.2% | $7,775-92.7% |