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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMP OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $202,216 |
Filed as: PRIME CAPITAL INV ADVS LLC Service code 27 · EIN 82-1364595 | Advisory (Plan) | $99,180 |
QUALIFIED PLANS, LLC6 years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 13 · EIN 20-0223513 | Contract Administrator | $52,290 |
Filed as: BMG CERTIFIED PUBLIC ACCT LLP Service code 10 · EIN 47-0650756 | Accounting | $45,500 |
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 | $198,807 | $89,123+123.1% | $102,460+94.0% | $77,762+155.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 53.14% | 25.05%+28.1pp | 29.47%+23.7pp | 31.27%+21.9pp |
| Employer contribution / active EE | $4,984 | $2,700+84.6% | $3,025+64.7% | $2,728+82.7% |
| Participant deferral / active EE | $8,265 | $5,148+60.6% | $5,056+63.5% | $4,651+77.7% |
| Admin fee / account holder | $918 | $236+289.1% | $9,460-90.3% | $433+112.0% |