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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $162,898 |
SAGEPOINT FINANCIAL INC1+ years Filed as: RESOURCE ADVISORS Service code 27 BUKATY COMPAINES · LEAWOOD, KS 66211 | Advisory (Plan) | $69,583 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,377 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 2001 ROSS AVENUE SUITE 1800 · DALLAS, TX 75201 | Accounting | $10,350 |
Service code 99 PO BOX 13928 · SAN JUAN, PR 009083928 | Other Fees | $10,000 |
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 | $104,421 | $65,223+60.1% | $80,022+30.5% | $55,725+87.4% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -4.98% | 7.59%-12.6pp | 11.22%-16.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $5,085 | $2,544+99.9% | $2,468+106.0% | $2,078+144.7% |
| Participant deferral / active EE | $5,421 | $3,881+39.7% | $3,686+47.1% | $3,356+61.5% |
| Admin fee / account holder | $530 | $114+364.1% | $6,521-91.9% | $115+360.2% |