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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MODERN WEALTH HOLDINGS, LLC Service code 13 13550 W 95TH ST · LENEXA, KS 66215 | Contract Administrator | $17,149 |
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,772 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $4,643 |
Service code 13 RETIREMENT SOLUTIONS · ROCHESTER, NY 14604 | Contract Administrator | $2,075 |
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 | $70,578 | $101,653-30.6% | $147,080-52.0% | $74,459-5.2% |
| Participation rate | 91.5% | 75.6%+16.0pp | 82.2%+9.3pp | 67.2%+24.3pp |
| Annual return | 18.98% | 8754.98%-8736.0pp | 420.17%-401.2pp | 1369.70%-1350.7pp |
| Employer contribution / active EE | $3,037 | $3,813-20.3% | $4,933-38.4% | $2,626+15.7% |
| Participant deferral / active EE | $6,586 | $7,304-9.8% | $8,066-18.3% | $4,350+51.4% |
| Admin fee / account holder | $329 | $1,752-81.2% | $12,989-97.5% | $1,945-83.1% |