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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $133,426 |
Filed as: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR. W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $54,434 |
PREMIER RETIREMENT PARTNERS4 years Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WI 537172919 | Contract Administrator | $36,651 |
BAS PARTNERS3 years Service code 10 15800 PINES BLVD · PEMBROKE PINES, FL 330271212 | Accounting | $6,400 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,443 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,040 |
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,370 | $44,764-70.1% | $68,808-80.6% | $64,819-79.4% |
| Participation rate | 73.4% | 64.8%+8.6pp | 69.0%+4.3pp | 71.5%+1.9pp |
| Annual return | -14.13% | -10.91%-3.2pp | -6.37%-7.8pp | 32.84%-47.0pp |
| Employer contribution / active EE | $2,230 | $1,775+25.6% | $2,656-16.0% | $2,507-11.1% |
| Participant deferral / active EE | $718 | $3,238-77.8% | $3,942-81.8% | $4,311-83.3% |
| Admin fee / account holder | $322 | $151+112.7% | $4,936-93.5% | $188+71.4% |