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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $115,659 |
Filed as: SIGNATOR INVESTORS INC Service code 27 197 CLARENDON ST · BOSTON, MA 02116 | Advisory (Plan) | $59,716 |
ADNET SYSTEMS INC4+ years Service code 99 6720 B ROCKLEDGE DR STE 504 · BETHESDA, MD 20817 | Other Fees | $11,000 |
Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $5,007 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,780 |
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 | $138,554 | $75,388+83.8% | $123,553+12.1% | $55,725+148.6% |
| Participation rate | 81.0% | 75.7%+5.3pp | 82.3%-1.3pp | 70.9%+10.1pp |
| Annual return | -6.17% | 4.48%-10.6pp | 119.21%-125.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $2,538 | $3,063-17.1% | $4,628-45.2% | $2,078+22.1% |
| Participant deferral / active EE | $10,115 | $5,651+79.0% | $6,426+57.4% | $3,356+201.4% |
| Admin fee / account holder | $665 | $120+455.2% | $9,284-92.8% | $115+477.3% |