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| Provider | Service type | Compensation |
|---|---|---|
GUARDIAN WEALTH PARTNERS LLP4 years Service code 27 · EIN 83-2336062 | Advisory (Plan) | $36,216 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,136 |
Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $12,238 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,586 |
MVP PLAN ADMINISTRATORS, INC.8+ 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 | $87,771 | $58,320+50.5% | $86,451+1.5% | $66,949+31.1% |
| Participation rate | 92.5% | 78.6%+13.9pp | 80.3%+12.2pp | 69.8%+22.7pp |
| Annual return | -14.43% | -9.71%-4.7pp | 4398.51%-4412.9pp | 1.57%-16.0pp |
| Employer contribution / active EE | $4,020 | $2,615+53.7% | $3,770+6.6% | $2,545+58.0% |
| Participant deferral / active EE | $8,716 | $6,899+26.3% | $6,953+25.4% | $4,239+105.6% |
| Admin fee / account holder | $373 | $546-31.6% | $6,734-94.5% | $594-37.1% |