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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,658 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INVESTMENT ADVISORS INC Service code 27 11516 MIRACLE HILLS DR SUITE 100 · OMAHA, NE 68154 | Advisory (Plan) | $40,027 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC. Service code 13 · EIN 11-3665754 DBA FUTUREPLAN ADMINISTRATIVE · SAN DIEGO, CA 92101 | Contract Administrator | $30,322 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,377 |
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 | $64,543 | $83,023-22.3% | $102,437-37.0% | $77,762-17.0% |
| Participation rate | 95.1% | 71.5%+23.5pp | 74.5%+20.5pp | 70.6%+24.5pp |
| Annual return | 14.41% | 19.12%-4.7pp | 24.95%-10.5pp | 31.27%-16.9pp |
| Employer contribution / active EE | $3,264 | $3,552-8.1% | $3,871-15.7% | $2,728+19.6% |
| Participant deferral / active EE | $6,409 | $4,110+55.9% | $5,060+26.7% | $4,651+37.8% |
| Admin fee / account holder | $430 | $639-32.7% | $8,388-94.9% | $433-0.7% |