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| Provider | Service type | Compensation |
|---|---|---|
LEE CPA AUDIT GROUP3 years Filed as: LEE Service code 99 4228 N CENTRAL EXPY · DALLAS, TX 75206 | Other Fees | $31,758 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,045 |
PRICEKUBECKA PLLC2 years Service code 10 16775 ADDISON RD STE 500 · ADDISON, TX 75001 | Accounting | $7,000 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $6,904 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $5,679 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $2,850 |
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 | $82,030 | $82,674-0.8% | $125,381-34.6% | $68,486+19.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.31% | -5.97%-9.3pp | 572.31%-587.6pp | -7.85%-7.5pp |
| Employer contribution / active EE | $6,307 | $3,382+86.5% | $4,815+31.0% | $2,597+142.9% |
| Participant deferral / active EE | $6,393 | $6,111+4.6% | $7,448-14.2% | $4,028+58.7% |
| Admin fee / account holder | $426 | $6,277-93.2% | $10,007-95.7% | $5,404-92.1% |