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| Provider | Service type | Compensation |
|---|---|---|
LEE CPA AUDIT GROUP4 years Filed as: LEE Service code 99 4228 N CENTRAL EXPY · DALLAS, TX 75206 | Other Fees | $29,882 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $15,178 |
PRICEKUBECKA PLLC3 years Service code 10 16775 ADDISON RD STE 500 · ADDISON, TX 75001 | Accounting | $8,750 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $6,496 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,129 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $4,648 |
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 | $97,985 | $91,439+7.2% | $135,974-27.9% | $71,511+37.0% |
| Participation rate | 98.1% | 75.7%+22.4pp | 81.9%+16.1pp | 67.9%+30.1pp |
| Annual return | 15.77% | 29.90%-14.1pp | 68.30%-52.5pp | 28.86%-13.1pp |
| Employer contribution / active EE | $5,904 | $3,705+59.4% | $4,859+21.5% | $2,589+128.0% |
| Participant deferral / active EE | $6,476 | $7,093-8.7% | $7,760-16.5% | $4,291+50.9% |
| Admin fee / account holder | $441 | $1,267-65.2% | $10,767-95.9% | $1,588-72.3% |