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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,852 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS INC Service code 27 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Advisory (Plan) | $25,076 |
SEAVER & FORCK CPAS2 years Filed as: SEAVER & FORK CPA'S LLC Service code 99 3523 AMAZONAS DR · JEFFERSON CITY, MO 65109 | Other Fees | $12,000 |
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 | $204,363 | $76,642+166.6% | $146,866+39.1% | $65,306+212.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 82.5%+17.5pp | 57.7%+42.3pp |
| Annual return | 15.43% | 33.40%-18.0pp | 102.85%-87.4pp | 21.94%-6.5pp |
| Employer contribution / active EE | $6,522 | $2,621+148.9% | $4,425+47.4% | $1,967+231.5% |
| Participant deferral / active EE | $7,627 | $4,864+56.8% | $7,759-1.7% | $2,959+157.7% |
| Admin fee / account holder | $525 | $3,960-86.8% | $13,620-96.1% | $3,480-84.9% |