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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT LLC Service code 13 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $145,377 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $100,000 |
Filed as: REYNOLDS CONSULTING SERVICES, INC. Service code 27 25 NEWBRIDGE ROAD · HICHSVILLE, NY 11801 | Advisory (Plan) | $40,500 |
MCAFEE & TAFT4 years Service code 29 10TH FLOOR TWO LEADERSHIP SQUARE · OKLAHOMA CITY, OK 73102 | Legal | $36,263 |
BENEFIT RESOURCES, INC.3 years Service code 13 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $18,777 |
EDWARDS AND LEATHERS, P.C.4 years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $10,950 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
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 | $40,648 | $106,236-61.7% | $112,263-63.8% | $64,824-37.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -6.76% | -6.02%-0.7pp | 27.49%-34.3pp | 32.84%-39.6pp |
| Employer contribution / active EE | $714 | $3,167-77.5% | $3,636-80.4% | $2,507-71.5% |
| Participant deferral / active EE | $55 | $3,786-98.5% | $4,729-98.8% | $4,311-98.7% |
| Admin fee / account holder | $665 | $452+47.4% | $6,410-89.6% | $188+254.3% |