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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $43,900 |
Filed as: ANDERS MINKLER HUBER & HELM LLP DBA Service code 10 800 MARKET ST · ST LOUIS, MO 63101 | Accounting | $15,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,972 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,634 |
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 | $88,229 | $52,450+68.2% | $129,397-31.8% | $74,429+18.5% |
| Participation rate | 90.8% | 53.8%+36.9pp | 69.6%+21.2pp | 67.2%+23.6pp |
| Annual return | 10.05% | 15.65%-5.6pp | 9453.98%-9443.9pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $2,228 | $1,532+45.4% | $4,154-46.4% | $2,625-15.1% |
| Participant deferral / active EE | $2,799 | $2,797+0.1% | $4,167-32.8% | $4,348-35.6% |
| Admin fee / account holder | $527 | $2,636-80.0% | $7,679-93.1% | $1,944-72.9% |