Filed September 21, 2026 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,539 |
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 100101603 | Other Commissions | $36,663 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,374 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $7,527 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,467 | $68,914+77.7% | $136,749-10.4% | $74,304+64.8% |
| Participation rate | 76.1% | 51.3%+24.7pp | 72.1%+3.9pp | 60.3%+15.7pp |
| Annual return | 19.41% | 16.34%+3.1pp | 24.33%-4.9pp | 29.43%-10.0pp |
| Employer contribution / active EE | $2,335 | $1,561+49.6% | $3,400-31.3% | $2,241+4.2% |
| Participant deferral / active EE | $6,159 | $2,541+142.4% | $4,692+31.3% | $3,767+63.5% |
| Admin fee / account holder | $542 | $3,149-82.8% | $11,386-95.2% | $2,969-81.8% |