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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC3 years Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $43,263 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,451 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,149 |
ALLWORTH FINANCIAL1 year Filed as: ALLWORTH FINANCIAL LP Service code 27 3017 DOUGLAS BLVD · ROSEVILLE, CA 95661 | Advisory (Plan) | $26,089 |
HANSON BRIDGETT LLP3 years Filed as: HANSON MCCLAIN RETIREMENT NETWORK D Service code 55 340 PALLADIO PKWY · FOLSOM, CA 95630 | Other Commissions | $6,632 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,485 | $72,303-34.3% | $86,698-45.2% | $64,819-26.7% |
| Participation rate | 33.6% | 80.4%-46.8pp | 76.6%-43.0pp | 71.5%-37.9pp |
| Annual return | -81.55% | 392.77%-474.3pp | 35.95%-117.5pp | 32.84%-114.4pp |
| Employer contribution / active EE | $2,851 | $2,393+19.1% | $2,837+0.5% | $2,507+13.7% |
| Participant deferral / active EE | $5,562 | $4,660+19.4% | $4,656+19.5% | $4,311+29.0% |
| Admin fee / account holder | $1,161 | $174+567.4% | $7,493-84.5% | $188+518.3% |