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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $39,302 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,404 |
Filed as: ANDERS MINKLER HUBER & HELM LLP DBA Service code 10 800 MARKET ST · ST LOUIS, MO 63101 | Accounting | $8,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,983 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,358 | $48,432+86.6% | $121,204-25.4% | $71,511+26.4% |
| Participation rate | 91.9% | 54.3%+37.6pp | 69.5%+22.4pp | 67.9%+24.0pp |
| Annual return | 13.96% | 23.28%-9.3pp | 987.18%-973.2pp | 28.86%-14.9pp |
| Employer contribution / active EE | $2,310 | $1,493+54.7% | $4,170-44.6% | $2,589-10.8% |
| Participant deferral / active EE | $2,798 | $2,756+1.5% | $4,083-31.5% | $4,291-34.8% |
| Admin fee / account holder | $470 | $1,845-74.5% | $5,651-91.7% | $1,588-70.4% |