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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,412 |
L M KOHN & COMPANY9 years Service code 27 10151 CARVER RD., STE. 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $24,753 |
PARADIGM BENEFITS LLC9 years Service code 13 300 E. BREMER AVE., STE. 220 · WAVERLY, IA 50677 | Contract Administrator | $12,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $113,132 | $101,653+11.3% | $147,080-23.1% | $74,459+51.9% |
| Participation rate | 58.2% | 75.6%-17.3pp | 82.2%-24.0pp | 67.2%-9.0pp |
| Annual return | 16.11% | 8754.98%-8738.9pp | 420.17%-404.1pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $1,505 | $3,813-60.5% | $4,933-69.5% | $2,626-42.7% |
| Participant deferral / active EE | $4,544 | $7,304-37.8% | $8,066-43.7% | $4,350+4.5% |
| Admin fee / account holder | $355 | $1,752-79.8% | $12,989-97.3% | $1,945-81.8% |