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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 | $80,674-22.3% | $119,126-47.4% | $64,340-2.6% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 4.07% | 26.86%-22.8pp | 282.11%-278.0pp | 24.14%-20.1pp |
| Employer contribution / active EE | $8,042 | $2,564+213.6% | $4,034+99.4% | $1,862+332.0% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $579 | $4,559-87.3% | $10,693-94.6% | $3,703-84.4% |