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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172175 | Accounting | $15,235 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $10,391 |
Service code 14 · EIN 39-1400101 | Plan Administrator | $9,028 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,346 | $80,763-82.2% | $102,412-86.0% | $74,459-80.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 14.24% | 27.57%-13.3pp | 24.94%-10.7pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $392 | $3,862-89.8% | $5,060-92.2% | $4,350-91.0% |
| Admin fee / account holder | $313 | $2,371-86.8% | $8,388-96.3% | $1,945-83.9% |