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| Provider | Service type | Compensation |
|---|---|---|
VEERY CAPITAL3 years Service code 27 1 AVENUE OF THE ARTS · WILMINGTON, DE 19801 | Advisory (Plan) | $29,300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,542 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $9,857 |
Filed as: TORRILLO & ASSOCIATES LLC Service code 10 2 ROCK HILL RD · NEWTOWN SQUARE, PA 19073 | Accounting | $7,616 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,531 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $1,643 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $1,027 |
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 | $50,875 | $54,717-7.0% | $86,216-41.0% | $71,511-28.9% |
| Participation rate | 92.5% | 60.1%+32.4pp | 69.0%+23.5pp | 67.9%+24.5pp |
| Annual return | 14.47% | 20.07%-5.6pp | 1169.42%-1154.9pp | 28.86%-14.4pp |
| Employer contribution / active EE | $515 | $1,267-59.3% | $2,382-78.4% | $2,589-80.1% |
| Participant deferral / active EE | $4,717 | $3,110+51.7% | $3,986+18.3% | $4,291+9.9% |
| Admin fee / account holder | $356 | $1,922-81.5% | $6,853-94.8% | $1,588-77.6% |