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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONECREST ADVISORS, INC. Service code 27 300 W 6TH STREET · AUSTIN, TX 78701 | Advisory (Plan) | $19,626 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,621 |
Filed as: LEAF HOUSE FINANCIAL ADVISORS LLC Service code 27 6300 BRIDGE POINT PKWY BUILDING 1 · AUSTIN, TX 787305097 | Advisory (Plan) | $2,180 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,423 | $102,317-37.0% | $146,958-56.2% | $80,856-20.3% |
| Participation rate | 59.6% | 75.8%-16.2pp | 82.2%-22.5pp | 67.6%-8.0pp |
| Annual return | 14.82% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,606 | $3,713-56.8% | $4,933-67.4% | $2,755-41.7% |
| Participant deferral / active EE | $2,555 | $6,644-61.5% | $8,070-68.3% | $4,296-40.5% |
| Admin fee / account holder | $448 | $7,941-94.4% | $12,998-96.6% | $6,918-93.5% |