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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,332 |
EIDE BAILLY LLP5 years Service code 10 P.O. BOX 1914 · BISMARCK, ND 58502 | Accounting | $17,332 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $10,388 |
PENSION ASSURANCE LLP10+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $7,715 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,173 | $48,327-72.7% | $67,575-80.5% | $80,935-83.7% |
| Participation rate | 83.1% | 66.4%+16.7pp | 72.9%+10.2pp | 67.7%+15.5pp |
| Annual return | 12.73% | 18.31%-5.6pp | 3528.98%-3516.3pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,959 | $2,022-3.1% | $2,736-28.4% | $2,757-28.9% |
| Participant deferral / active EE | $2,508 | $2,927-14.3% | $4,003-37.3% | $4,299-41.7% |
| Admin fee / account holder | $326 | $3,692-91.2% | $3,993-91.8% | $6,924-95.3% |