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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,202 |
HOGANTAYLOR LLP4+ years Service code 10 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Accounting | $13,000 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $6,000 |
TRISTAR PENSION LTD1 year Service code 13 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $3,060 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $2,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,419 | $42,548-16.8% | $74,551-52.5% | $56,289-37.1% |
| Participation rate | 65.8% | 60.5%+5.3pp | 69.1%-3.4pp | 69.9%-4.1pp |
| Annual return | -6.15% | 12.40%-18.6pp | 32.53%-38.7pp | -9.96%+3.8pp |
| Employer contribution / active EE | $867 | $855+1.4% | $1,961-55.8% | $2,111-58.9% |
| Participant deferral / active EE | $1,283 | $2,277-43.7% | $3,108-58.7% | $3,350-61.7% |
| Admin fee / account holder | $359 | $467-23.2% | $5,059-92.9% | $521-31.1% |