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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISOR Service code 27 4860 COLLEGE BLVD STE 100 · LEEWOOD, KS 66211 | Advisory (Plan) | $29,411 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,782 |
LBMC, PC2 years Filed as: LBMC PC Service code 10 5250 VIRGINIA WAY · BRENTWOOD, TN 37024 | Accounting | $10,000 |
ACUFF & ASSOCIATES, INC.8+ years Service code 13 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Contract Administrator | $9,033 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,362 |
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.)
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 | $37,110 | $59,105-37.2% | $160,009-76.8% | $66,938-44.6% |
| Participation rate | 86.7% | 68.1%+18.7pp | 78.0%+8.8pp | 69.8%+16.9pp |
| Annual return | -18.08% | -12.26%-5.8pp | 408.85%-426.9pp | 1.58%-19.7pp |
| Employer contribution / active EE | $402 | $1,983-79.7% | $4,225-90.5% | $2,545-84.2% |
| Participant deferral / active EE | $3,844 | $4,395-12.5% | $6,183-37.8% | $4,238-9.3% |
| Admin fee / account holder | $384 | $591-35.0% | $8,715-95.6% | $594-35.3% |