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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $71,309 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $23,259 |
Filed as: MARTIN MARTIN RANDALL & ASSOCIATES Service code 13 · EIN 64-0765749 | Contract Administrator | $13,545 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $3,037 |
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 | $134,310 | $101,591+32.2% | $147,096-8.7% | $74,429+80.5% |
| Participation rate | 92.9% | 75.5%+17.3pp | 82.2%+10.7pp | 67.2%+25.6pp |
| Annual return | 17.78% | 8746.45%-8728.7pp | 419.75%-402.0pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $9,515 | $3,813+149.6% | $4,936+92.8% | $2,625+262.5% |
| Participant deferral / active EE | $17,644 | $7,302+141.6% | $8,071+118.6% | $4,348+305.8% |
| Admin fee / account holder | $429 | $1,750-75.5% | $13,005-96.7% | $1,944-77.9% |