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| Provider | Service type | Compensation |
|---|---|---|
BONSET AMERICA CORPORATION10+ years Service code 10 6107 CORPORATE PARK DR · BROWNS SUMMIT, NC 27214 | Accounting | $43,417 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,466 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,435 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,354 | $79,184+93.7% | $102,438+49.7% | $74,546+105.7% |
| Participation rate | 93.0% | 74.8%+18.3pp | 76.5%+16.5pp | 67.2%+25.8pp |
| Annual return | 11.03% | 54.95%-43.9pp | 29.37%-18.3pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $3,773 | $2,362+59.7% | $3,024+24.8% | $2,624+43.8% |
| Participant deferral / active EE | $6,592 | $4,414+49.3% | $5,054+30.5% | $4,347+51.6% |
| Admin fee / account holder | $590 | $2,001-70.5% | $9,448-93.8% | $1,944-69.7% |