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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,275 |
Filed as: SIGNATOR INVESTORS INC Service code 55 197 CLARENDON ST · BOSTON, MA 02116 | Other Commissions | $46,242 |
ADNET SYSTEMS INC2+ years Service code 99 6720 B ROCKLEDGE DR STE 504 · BETHESDA, MD 20817 | Other Fees | $11,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $933 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,363 | $80,177+53.9% | $123,894-0.4% | $57,658+114.0% |
| Participation rate | 76.6% | 74.4%+2.2pp | 81.4%-4.8pp | 70.2%+6.4pp |
| Annual return | 7.22% | 17.90%-10.7pp | 47.52%-40.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,357 | $2,913-19.1% | $4,617-48.9% | $1,974+19.4% |
| Participant deferral / active EE | $9,202 | $5,130+79.4% | $5,984+53.8% | $3,061+200.7% |
| Admin fee / account holder | $372 | $106+249.7% | $8,357-95.6% | $95+293.3% |