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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 65 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Account Maintenance | $46,763 |
COMMERCE BANK8 years Service code 26 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Participants) | $34,082 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 | Accounting | $12,060 |
BLAKE & UHLIG, P.A.9 years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 6803 W 64TH ST, SUITE 300 · OVERLAND PARK, KS 66202 | Legal | $7,667 |
COTTONWOOD ADVISORS, LLC10+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $5,848 |
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 | $62,659 | $83,369-24.8% | $105,223-40.5% | $67,986-7.8% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 4.07% | 24.64%-20.6pp | 180.65%-176.6pp | 31.67%-27.6pp |
| Employer contribution / active EE | $8,042 | $2,541+216.5% | $3,689+118.0% | $2,019+298.4% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $579 | $4,073-85.8% | $8,859-93.5% | $3,203-81.9% |