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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 | $57,030 |
GUIDED CHOICE1 year Filed as: GUIDED CAPITAL WEALTH Service code 27 24 GREENWAY PLAZA · HOUSTON, TX 77046 | Advisory (Plan) | $40,602 |
ASCENSUS LLC4 years Filed as: MAP RETIREMENT USA LLC Service code 13 805 BROADWAY ST · VANCOUVER, WA 98660 | Contract Administrator | $14,801 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 99 PO BOX 829709 · PHILADELPHIA, PA 19182 | Other Fees | $10,329 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $6,291 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,866 | $99,442-63.9% | $113,397-68.4% | $71,012-49.5% |
| Participation rate | 98.8% | 78.9%+19.9pp | 76.5%+22.3pp | 58.6%+40.2pp |
| Annual return | 12.06% | 17.93%-5.9pp | 23.20%-11.1pp | 37.67%-25.6pp |
| Employer contribution / active EE | $1,995 | $3,068-35.0% | $2,977-33.0% | $2,348-15.0% |
| Participant deferral / active EE | $2,098 | $4,915-57.3% | $5,076-58.7% | $3,246-35.4% |
| Admin fee / account holder | $357 | $535-33.3% | $11,957-97.0% | $1,167-69.5% |