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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 | $13,302 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY, SUITE 860 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,190 |
ACUFF & ASSOCIATES, INC.1+ years Filed as: ACUFF & ASSOCIATES INC Service code 13 320 SEVEN SPRINGS WY STE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $2,520 |
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 | $31,614 | $53,162-40.5% | $91,227-65.3% | $68,490-53.8% |
| Participation rate | 89.3% | 63.2%+26.1pp | 73.2%+16.1pp | 67.9%+21.4pp |
| Annual return | -8.53% | -3.14%-5.4pp | 114.14%-122.7pp | -7.85%-0.7pp |
| Employer contribution / active EE | $4,112 | $1,709+140.5% | $2,851+44.2% | $2,597+58.3% |
| Participant deferral / active EE | $2,235 | $2,974-24.9% | $4,234-47.2% | $4,028-44.5% |
| Admin fee / account holder | $378 | $4,493-91.6% | $5,423-93.0% | $5,403-93.0% |