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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,919 |
Filed as: STEGNER INVESTMENT ASSOCIATES INC Service code 27 233 BRECKENRIDGE LN · LOUISVILLE, KY 40207 | Advisory (Plan) | $24,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,981 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT, LLP Service code 10 3800 GLENWOOD AVE · RALEIGHT, NC 27612 | Accounting | $2,940 |
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.
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 | $132,720 | $86,938+52.7% | $102,423+29.6% | $80,925+64.0% |
| Participation rate | 95.9% | 72.4%+23.5pp | 76.5%+19.4pp | 67.7%+28.3pp |
| Annual return | 10.08% | 18.89%-8.8pp | 29.42%-19.3pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,537 | $2,369-35.1% | $3,023-49.1% | $2,756-44.2% |
| Participant deferral / active EE | $6,312 | $4,120+53.2% | $5,054+24.9% | $4,299+46.8% |
| Admin fee / account holder | $597 | $8,053-92.6% | $9,455-93.7% | $6,940-91.4% |