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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $30,364 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,323 |
LBMC, PC3 years Filed as: LBMC PC Service code 10 5250 VIRGINIA WAY · BRENTWOOD, TN 37024 | Accounting | $13,500 |
ACUFF & ASSOCIATES, INC.9+ years Service code 13 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Contract Administrator | $9,391 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,004 |
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 | $40,412 | $65,428-38.2% | $169,390-76.1% | $71,511-43.5% |
| Participation rate | 87.9% | 66.9%+21.0pp | 77.2%+10.7pp | 67.9%+19.9pp |
| Annual return | 16.93% | 21.35%-4.4pp | 406.07%-389.1pp | 28.86%-11.9pp |
| Employer contribution / active EE | $428 | $2,064-79.3% | $4,013-89.3% | $2,589-83.5% |
| Participant deferral / active EE | $3,830 | $4,360-12.1% | $6,222-38.4% | $4,291-10.7% |
| Admin fee / account holder | $388 | $1,328-70.8% | $9,015-95.7% | $1,588-75.6% |