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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 2100 MARKET STREET · WHEELING, WV 26003 | Advisory (Plan) | $31,857 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,114 |
RETIREMENT BENEFIT SOLUTIONS8 years Filed as: RETIREMENT BENEFIT SOLUTIONS LLC Service code 13 | Contract Administrator | $5,000 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,331 |
RETIREMENT BENEFIT SOLUTIONS4 years Service code 13 205 VAN BUREN STREET · HERNDON, VA 20170 | Contract Administrator | $1,450 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,415 | $88,203-27.0% | $165,100-61.0% | $74,478-13.5% |
| Participation rate | 87.2% | 73.1%+14.1pp | 78.6%+8.6pp | 67.2%+20.0pp |
| Annual return | 10.93% | 17.13%-6.2pp | 70.21%-59.3pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $2,707 | $2,601+4.1% | $4,348-37.7% | $2,626+3.1% |
| Participant deferral / active EE | $2,243 | $4,505-50.2% | $6,035-62.8% | $4,350-48.4% |
| Admin fee / account holder | $330 | $2,235-85.2% | $12,696-97.4% | $1,946-83.0% |