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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $45,000 |
RSM US LLP1+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $39,375 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,249 |
ADP BROKER-DEALER1+ years Filed as: ADP INC Service code 99 PO BOX 842875 · BOSTON, MA 022842875 | Other Fees | $10,624 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,174 | $62,686+24.7% | $178,540-56.2% | $77,736+0.6% |
| Participation rate | 71.8% | 66.9%+4.9pp | 77.1%-5.4pp | 70.6%+1.2pp |
| Annual return | 11.18% | 16.16%-5.0pp | 27.15%-16.0pp | 31.26%-20.1pp |
| Employer contribution / active EE | $341 | $1,914-82.2% | $3,953-91.4% | $2,728-87.5% |
| Participant deferral / active EE | $3,990 | $4,224-5.5% | $6,281-36.5% | $4,651-14.2% |
| Admin fee / account holder | $307 | $386-20.4% | $10,424-97.1% | $433-29.1% |