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| Provider | Service type | Compensation |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC6 years Service code 27 740 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $22,231 |
PREMIER RETIREMENT PARTNERS6 years Service code 13 8040 EXCELSIOR DRIVE · MADISON, WI 53717 | Contract Administrator | $18,658 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,948 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,106 | $79,223-40.5% | $102,460-54.0% | $74,478-36.8% |
| Participation rate | 84.7% | 74.8%+10.0pp | 76.5%+8.2pp | 67.2%+17.5pp |
| Annual return | 14.47% | 54.98%-40.5pp | 29.47%-15.0pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $1,440 | $2,363-39.1% | $3,025-52.4% | $2,626-45.2% |
| Participant deferral / active EE | $3,626 | $4,417-17.9% | $5,056-28.3% | $4,350-16.6% |
| Admin fee / account holder | $396 | $2,003-80.3% | $9,460-95.8% | $1,946-79.7% |