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| Provider | Service type | Compensation |
|---|---|---|
ADVUS FINANCIAL PARTNERS LLC2 years Service code 27 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $49,318 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,119 |
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.)
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 | $99,626 | $84,482+17.9% | $125,363-20.5% | $66,930+48.9% |
| Participation rate | 96.2% | 76.4%+19.8pp | 82.4%+13.8pp | 69.8%+26.4pp |
| Annual return | -15.35% | -8.49%-6.9pp | 572.15%-587.5pp | 1.57%-16.9pp |
| Employer contribution / active EE | $749 | $3,553-78.9% | $4,815-84.4% | $2,545-70.6% |
| Participant deferral / active EE | $7,678 | $6,782+13.2% | $7,447+3.1% | $4,238+81.2% |
| Admin fee / account holder | $359 | $685-47.5% | $10,005-96.4% | $593-39.4% |