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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $64,532 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,912 |
Filed as: EMPOWER FINANCIAL SERVICES INC Service code 26 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $15,526 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: KASSOUF RETIREMENT PLAN SERVICES Service code 15 · EIN 63-1239553 | Recordkeeping | $0 |
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 | $230,206 | $55,437+315.3% | $155,534+48.0% | $74,459+209.2% |
| Participation rate | 93.2% | 61.9%+31.3pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 12.30% | 269.58%-257.3pp | 64.92%-52.6pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $7,886 | $2,266+248.0% | $4,675+68.7% | $2,626+200.3% |
| Participant deferral / active EE | $5,524 | $2,837+94.7% | $5,630-1.9% | $4,350+27.0% |
| Admin fee / account holder | $380 | $1,742-78.2% | $15,900-97.6% | $1,945-80.5% |