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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,004 |
BLAKE & UHLIG, P.A.10+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 753 STATE AVE · KANSAS CITY, KS 66101 | Legal | $28,597 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST STE 100 · OMAHA, NE 68130 | Accounting | $20,130 |
Service code 13 · EIN 42-1386412 | Contract Administrator | $13,616 |
INVESTMENT CONSULTING GROUP10+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE RD ST 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $13,000 |
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON-MCSHANE CORP Service code 13 · EIN 41-0956552 1555 1ST AVE N SUITE 104 · ALTOONA, IA 50009 | Contract Administrator | $8,855 |
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 | $150,311 | $92,224+63.0% | $105,223+42.8% | $79,634+88.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 9.72% | 88.65%-78.9pp | 180.65%-170.9pp | 36.46%-26.7pp |
| Employer contribution / active EE | $13,056 | $3,965+229.3% | $3,689+254.0% | $2,529+416.2% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $312 | $1,121-72.2% | $8,859-96.5% | $1,002-68.9% |