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| Provider | Service type | Compensation |
|---|---|---|
ANNEX WEALTH MANAGEMENT LLC7 years Service code 27 12700 W BLUEMOUND RD STE 200 · ELM GROVE, WI 53122 | Advisory (Plan) | $69,974 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,302 |
SIKICH LLP9+ years Service code 13 PO BOX 71177 · CHICAGO, IL 60694 | Contract Administrator | $8,885 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,316 |
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 | $109,715 | $106,247+3.3% | $147,096-25.4% | $77,714+41.2% |
| Participation rate | 94.2% | 78.4%+15.8pp | 82.2%+12.0pp | 70.6%+23.6pp |
| Annual return | 25.08% | 56.87%-31.8pp | 419.75%-394.7pp | 31.26%-6.2pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $6,584 | $7,996-17.7% | $8,071-18.4% | $4,649+41.6% |
| Admin fee / account holder | $406 | $338+20.0% | $13,005-96.9% | $433-6.3% |