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| Provider | Service type | Compensation |
|---|---|---|
GUARDIAN WEALTH PARTNERS LLP6 years Service code 27 · EIN 83-2336062 | Advisory (Plan) | $46,575 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,941 |
Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $12,470 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,921 |
MVP PLAN ADMINISTRATORS, INC.10+ years Filed as: MVP PLAN ADMINISTRATORS INC Service code 13 | Contract Administrator | $5,000 |
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 | $114,815 | $79,169+45.0% | $100,415+14.3% | $74,478+54.2% |
| Participation rate | 97.1% | 79.4%+17.7pp | 81.5%+15.6pp | 67.2%+29.9pp |
| Annual return | 14.94% | 20.51%-5.6pp | 49.47%-34.5pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $4,786 | $3,017+58.6% | $3,943+21.4% | $2,626+82.2% |
| Participant deferral / active EE | $10,646 | $7,751+37.3% | $8,091+31.6% | $4,350+144.7% |
| Admin fee / account holder | $419 | $1,337-68.7% | $7,906-94.7% | $1,946-78.5% |