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| Provider | Service type | Compensation |
|---|---|---|
RITZ HOLMAN LLP7+ years Service code 10 330 E KILBOURN SUITE 550 · MILWAUKEE, WI 53202 | Accounting | $18,300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,779 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 13 6737 W WASHINGTON SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $7,454 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,100 |
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 | $118,926 | $64,729+83.7% | $112,263+5.9% | $68,490+73.6% |
| Participation rate | 76.9% | 67.2%+9.8pp | 75.1%+1.9pp | 67.9%+9.0pp |
| Annual return | -16.06% | -11.40%-4.7pp | 27.49%-43.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,519 | $2,746-8.3% | $3,636-30.7% | $2,597-3.0% |
| Participant deferral / active EE | $7,957 | $3,566+123.2% | $4,729+68.2% | $4,028+97.6% |
| Admin fee / account holder | $582 | $5,222-88.9% | $6,410-90.9% | $5,403-89.2% |