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| Provider | Service type | Compensation |
|---|---|---|
LEE CPA AUDIT GROUP5 years Filed as: LEE Service code 99 4228 N CENTRAL EXPY · DALLAS, TX 75206 | Other Fees | $36,388 |
PRICEKUBECKA PLLC4 years Service code 10 16775 ADDISON RD · ADDISON, TX 75001 | Accounting | $9,500 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $7,911 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,177 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $6,423 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,629 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,259 | $101,672+23.2% | $147,117-14.9% | $74,478+68.2% |
| Participation rate | 94.5% | 75.5%+19.0pp | 82.2%+12.4pp | 67.2%+27.3pp |
| Annual return | 12.88% | 8757.83%-8745.0pp | 420.54%-407.7pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $278 | $3,813-92.7% | $4,932-94.4% | $2,626-89.4% |
| Participant deferral / active EE | $5,906 | $7,305-19.1% | $8,065-26.8% | $4,350+35.8% |
| Admin fee / account holder | $525 | $1,753-70.0% | $12,993-96.0% | $1,946-73.0% |