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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,227 |
REDHAWK WEALTH ADVISORS2 years Filed as: REDHAWK WEALTH ADVISORS INC Service code 27 7700 FRANCE AVENUE S STE 430 · MINNEAPOLIS, MN 55435 | Advisory (Plan) | $19,470 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,467 | $101,798-40.6% | $165,071-63.4% | $80,935-25.3% |
| Participation rate | 97.9% | 71.8%+26.1pp | 78.6%+19.3pp | 67.7%+30.3pp |
| Annual return | 15.12% | 16.73%-1.6pp | 70.17%-55.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,547 | $2,954-47.6% | $4,347-64.4% | $2,757-43.9% |
| Participant deferral / active EE | $4,326 | $4,476-3.4% | $6,035-28.3% | $4,299+0.6% |
| Admin fee / account holder | $390 | $8,221-95.3% | $12,695-96.9% | $6,924-94.4% |