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| Provider | Service type | Compensation |
|---|---|---|
HAMILTON CAPITAL LLC1 year Service code 27 5025 ARLINGTON CENTER BLVD · COLUMBUS, OH 43220 | Advisory (Plan) | $45,810 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,166 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,650 | $101,317-27.3% | $146,958-49.9% | $74,495-1.1% |
| Participation rate | 91.7% | 75.5%+16.2pp | 82.2%+9.6pp | 67.2%+24.5pp |
| Annual return | 9.82% | 8730.91%-8721.1pp | 418.34%-408.5pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,818 | $7,303-6.6% | $8,070-15.5% | $4,346+56.9% |
| Admin fee / account holder | $477 | $1,739-72.6% | $12,998-96.3% | $1,942-75.4% |