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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON1 year Filed as: REHMANN LLC DBA REHMANN FINANCIAL Service code 10 5800 GRATIOT RD STE 201 · SAGINAW, MI 486052025 | Accounting | $15,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,041 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $11,626 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,673 | $73,459-48.7% | $178,528-78.9% | $74,429-49.4% |
| Participation rate | 81.4% | 66.5%+14.9pp | 77.1%+4.3pp | 67.2%+14.2pp |
| Annual return | 9.95% | 17.50%-7.5pp | 27.11%-17.2pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,236 | $4,515-50.5% | $6,278-64.4% | $4,348-48.6% |
| Admin fee / account holder | $317 | $1,812-82.5% | $10,419-97.0% | $1,944-83.7% |