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| Provider | Service type | Compensation |
|---|---|---|
ADVUS FINANCIAL PARTNERS LLC4 years Service code 27 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $43,653 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,252 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,739 |
Service code 99 315 E ROBINSON ST STE 200 · ORLANDO, FL 32801 | Other Fees | $1,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,456 | $138,366-19.4% | $184,185-39.5% | $80,911+37.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.11% | 20.02%-2.9pp | 28.81%-11.7pp | 35.63%-18.5pp |
| Employer contribution / active EE | $6,922 | $4,849+42.8% | $6,426+7.7% | $2,756+151.2% |
| Participant deferral / active EE | $15,232 | $7,074+115.3% | $9,132+66.8% | $4,297+254.5% |
| Admin fee / account holder | $424 | $10,484-96.0% | $13,909-97.0% | $6,935-93.9% |