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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC4 years Filed as: MCF ADVISORS Service code 27 · EIN 20-0566061 50 E RIVERCENTER BLVD, STE 300 · COVINGTON, KY 41011 | Advisory (Plan) | $30,318 |
BENEFITS ADMINISTRATORS, LLC9+ years Service code 13 · EIN 61-1291181 269 W MAIN STREET · LEXINGTON, KY 40507 | Contract Administrator | $8,399 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,933 |
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 | $51,436 | $83,045-38.1% | $130,026-60.4% | $71,495-28.1% |
| Participation rate | 80.2% | 74.1%+6.0pp | 78.5%+1.7pp | 67.9%+12.2pp |
| Annual return | 18.63% | 20.61%-2.0pp | -137.26%+155.9pp | 28.85%-10.2pp |
| Employer contribution / active EE | $2,496 | $2,623-4.8% | $4,321-42.2% | $2,589-3.6% |
| Participant deferral / active EE | $4,706 | $4,436+6.1% | $5,821-19.1% | $4,291+9.7% |
| Admin fee / account holder | $321 | $1,727-81.4% | $10,608-97.0% | $1,588-79.8% |