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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,801 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $15,958 |
Filed as: ALEXANDER & COMPANY CPAS PSC Service code 10 2707 BRECKENRIDGE ST STE 1 · OWENSBORO, KY 42303 | Accounting | $9,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,005 | $79,223+105.8% | $102,460+59.1% | $74,478+118.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 17.39% | 54.98%-37.6pp | 29.47%-12.1pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $1,187 | $2,363-49.8% | $3,025-60.8% | $2,626-54.8% |
| Participant deferral / active EE | $3,244 | $4,417-26.6% | $5,056-35.8% | $4,350-25.4% |
| Admin fee / account holder | $317 | $2,003-84.2% | $9,460-96.7% | $1,946-83.7% |