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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 | $86,050-45.3% | $189,758-75.2% | $94,015-49.9% |
| Participation rate | 89.6% | 68.9%+20.7pp | 79.8%+9.8pp | 70.8%+18.8pp |
| Annual return | 6.26% | 17.77%-11.5pp | 52.62%-46.4pp | 17.84%-11.6pp |
| Employer contribution / active EE | $899 | $2,819-68.1% | $4,767-81.1% | $2,790-67.8% |
| Participant deferral / active EE | $2,887 | $3,349-13.8% | $5,856-50.7% | $4,249-32.1% |
| Admin fee / account holder | $492 | $6,627-92.6% | $20,388-97.6% | $8,951-94.5% |