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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,938 |
SA STONE WEALTH MANAGEMENT3 years Filed as: SA STONE WEALTH MANAGEMENT INC. Service code 55 | Other Commissions | $3,774 |
HUNNEX AND SHOEMAKER, INC.8+ years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,088 | $84,493-19.4% | $125,381-45.7% | $66,938+1.7% |
| Participation rate | 75.0% | 76.4%-1.4pp | 82.4%-7.4pp | 69.8%+5.2pp |
| Annual return | -17.50% | -8.49%-9.0pp | 572.31%-589.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,480 | $3,554-2.1% | $4,815-27.7% | $2,545+36.7% |
| Participant deferral / active EE | $8,596 | $6,783+26.7% | $7,448+15.4% | $4,238+102.8% |
| Admin fee / account holder | $372 | $685-45.7% | $10,007-96.3% | $594-37.3% |