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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO4 years Filed as: DAVID M HATTER DBA ARISTA ADVISORY Service code 27 4145 SHACKLEFORD RD STE 330B · NORCROSS, GA 300933540 | Advisory (Plan) | $55,699 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,441 |
Filed as: CLEMENTS PURVIS & STEWART PC Service code 10 PO BOX 279 · DOUGLAS, GA 315340279 | Accounting | $13,283 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,064 | $73,149+30.0% | $120,574-21.2% | $77,736+22.3% |
| Participation rate | 41.5% | 55.2%-13.7pp | 71.9%-30.4pp | 70.6%-29.1pp |
| Annual return | 11.22% | 18.24%-7.0pp | 107.42%-96.2pp | 31.26%-20.0pp |
| Employer contribution / active EE | $1,268 | $1,793-29.3% | $3,471-63.5% | $2,728-53.5% |
| Participant deferral / active EE | $2,122 | $3,006-29.4% | $4,996-57.5% | $4,651-54.4% |
| Admin fee / account holder | $395 | $660-40.1% | $9,445-95.8% | $433-8.8% |