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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,540 |
MARINER LLC2+ years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 112TH STREET STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $27,611 |
ASCENSUS LLC2+ years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $21,555 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT Service code 99 W6180 AEROTECH DR · APPLETON, WI 54914 | Other Fees | $10,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,715 | $59,467-19.8% | $93,727-49.1% | $74,478-35.9% |
| Participation rate | 68.6% | 59.6%+9.0pp | 68.7%-0.1pp | 67.2%+1.4pp |
| Annual return | 15.81% | 82.14%-66.3pp | 133.83%-118.0pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $725 | $1,267-42.7% | $2,421-70.0% | $2,626-72.4% |
| Participant deferral / active EE | $3,523 | $3,052+15.4% | $4,417-20.2% | $4,350-19.0% |
| Admin fee / account holder | $418 | $3,028-86.2% | $8,292-95.0% | $1,946-78.5% |