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| Provider | Service type | Compensation |
|---|---|---|
MERIDAN MANAGEMENT COMPANY2 years Service code 27 11300 CONTRELL RD. · LITTLE ROCK, AR 72212 | Advisory (Plan) | $24,821 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,711 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,783 |
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 | $65,942 | $91,439-27.9% | $135,974-51.5% | $71,511-7.8% |
| Participation rate | 74.1% | 75.7%-1.6pp | 81.9%-7.8pp | 67.9%+6.1pp |
| Annual return | 19.93% | 29.90%-10.0pp | 68.30%-48.4pp | 28.86%-8.9pp |
| Employer contribution / active EE | $4,093 | $3,705+10.5% | $4,859-15.8% | $2,589+58.1% |
| Participant deferral / active EE | $7,235 | $7,093+2.0% | $7,760-6.8% | $4,291+68.6% |
| Admin fee / account holder | $317 | $1,267-75.0% | $10,767-97.1% | $1,588-80.0% |