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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC5 years Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $17,044 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,241 |
ALLWORTH FINANCIAL3 years Filed as: ALLWORTH FINANCIAL LP Service code 27 340 PALLADIO PKWY · FOLSOM, CA 95630 | Advisory (Plan) | $11,811 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,811 |
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 | $45,054 | $79,223-43.1% | $102,460-56.0% | $74,478-39.5% |
| Participation rate | 73.0% | 74.8%-1.7pp | 76.5%-3.5pp | 67.2%+5.8pp |
| Annual return | 12.67% | 54.98%-42.3pp | 29.47%-16.8pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $1,903 | $2,363-19.5% | $3,025-37.1% | $2,626-27.5% |
| Participant deferral / active EE | $3,297 | $4,417-25.4% | $5,056-34.8% | $4,350-24.2% |
| Admin fee / account holder | $342 | $2,003-82.9% | $9,460-96.4% | $1,946-82.4% |