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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,822 |
BENESYS, INC.4 years Service code 14 · EIN 39-1400101 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Plan Administrator | $27,772 |
MARINER LLC1 year Filed as: MARINER Service code 27 531 W MORSE BLVD #200 · WINTER PARK, FL 53789 | Advisory (Plan) | $21,000 |
THE PREVIANT LAW FIRM, S.C.6 years Service code 29 310 W WISCONSIN AVE · MILWAUKEE, WI 53203 | Legal | $20,552 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $17,260 |
ANDCO CONSULTING7 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 4901 VINELAND ROAD, SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $7,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,976 | $82,979-71.1% | $102,412-76.6% | $77,736-69.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.02% | 19.11%-7.1pp | 24.94%-12.9pp | 31.26%-19.2pp |
| Employer contribution / active EE | $1,054 | $3,554-70.3% | $3,870-72.8% | $2,728-61.4% |
| Participant deferral / active EE | $129 | $4,109-96.9% | $5,060-97.5% | $4,651-97.2% |
| Admin fee / account holder | $314 | $639-50.8% | $8,388-96.3% | $433-27.5% |