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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $37,881 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,562 |
MAP RETIREMENT, INC.4 years Filed as: MAP RETIREMENT Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $1,550 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $1,386 |
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 | $123,697 | $65,437+89.0% | $86,698+42.7% | $66,949+84.8% |
| Participation rate | 91.2% | 75.5%+15.7pp | 76.6%+14.6pp | 69.8%+21.4pp |
| Annual return | -18.98% | -10.91%-8.1pp | 35.96%-54.9pp | 1.57%-20.5pp |
| Employer contribution / active EE | $1,288 | $2,154-40.2% | $2,837-54.6% | $2,545-49.4% |
| Participant deferral / active EE | $7,263 | $4,102+77.0% | $4,656+56.0% | $4,239+71.3% |
| Admin fee / account holder | $344 | $642-46.4% | $7,492-95.4% | $594-42.0% |