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| Provider | Service type | Compensation |
|---|---|---|
KRILOGY FINANCIAL LLC5 years Service code 27 275 N LINDBERGH BLVD STE 20 · SAINT LOUIS, MO 631417832 | Advisory (Plan) | $36,548 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,375 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $8,714 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,745 | $59,105+28.2% | $160,009-52.7% | $66,938+13.2% |
| Participation rate | 52.6% | 68.1%-15.5pp | 78.0%-25.4pp | 69.8%-17.2pp |
| Annual return | -17.09% | -12.26%-4.8pp | 408.85%-425.9pp | 1.58%-18.7pp |
| Employer contribution / active EE | $362 | $1,983-81.8% | $4,225-91.4% | $2,545-85.8% |
| Participant deferral / active EE | $2,812 | $4,395-36.0% | $6,183-54.5% | $4,238-33.7% |
| Admin fee / account holder | $374 | $591-36.7% | $8,715-95.7% | $594-37.0% |