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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $49,571 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $657 |
LINCOLN NATIONAL CORPORATION10+ years Service code 99 · EIN 35-0472300 | Other Fees | $400 |
MORNINGSTAR1 year Service code 99 · EIN 36-3297908 | Other Fees | $7 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: VALIC Service code 99 · EIN 74-1625348 | Other Fees | $0 |
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 | $47,105 | $78,690-40.1% | $161,489-70.8% | $87,485-46.2% |
| Participation rate | 89.6% | 67.5%+22.1pp | 78.7%+10.9pp | 68.9%+20.7pp |
| Annual return | 6.26% | 32.74%-26.5pp | 89.72%-83.5pp | 26.06%-19.8pp |
| Employer contribution / active EE | $899 | $2,588-65.3% | $4,268-78.9% | $2,596-65.4% |
| Participant deferral / active EE | $2,887 | $3,311-12.8% | $5,630-48.7% | $4,274-32.4% |
| Admin fee / account holder | $492 | $6,724-92.7% | $16,006-96.9% | $7,775-93.7% |