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| Provider | Service type | Compensation |
|---|---|---|
BLUECHIP WEALTH ADVISORS LLC2 years Service code 99 12655 BIRMINGHAM HWY STE 201 · MILTON, GA 30004 | Other Fees | $30,445 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,975 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,005 |
ACG ADVISORY SERVICES3 years Filed as: ACG WEALTH INC Service code 99 3333 PIEDMONT RD NE STE 2010 · ATLANTA, GA 30305 | Other Fees | $1,301 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,186 | $79,223+87.1% | $102,460+44.6% | $74,478+99.0% |
| Participation rate | 78.6% | 74.8%+3.9pp | 76.5%+2.1pp | 67.2%+11.4pp |
| Annual return | 12.43% | 54.98%-42.5pp | 29.47%-17.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $232 | $2,363-90.2% | $3,025-92.3% | $2,626-91.1% |
| Participant deferral / active EE | $4,730 | $4,417+7.1% | $5,056-6.5% | $4,350+8.7% |
| Admin fee / account holder | $401 | $2,003-80.0% | $9,460-95.8% | $1,946-79.4% |