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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST HEARTLAND CONSULTANTS INC Service code 99 1839 LAKE SAINT LOUIS BLVD · LAKE SAINT LOUIS, MO 63367 | Other Fees | $35,506 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,442 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,557 |
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,581 | $59,402-35.1% | $93,654-58.8% | $74,546-48.2% |
| Participation rate | 78.8% | 59.7%+19.1pp | 68.7%+10.1pp | 67.2%+11.6pp |
| Annual return | 9.77% | 81.86%-72.1pp | 133.34%-123.6pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $185 | $1,265-85.4% | $2,421-92.4% | $2,624-93.0% |
| Participant deferral / active EE | $4,317 | $3,049+41.6% | $4,413-2.2% | $4,347-0.7% |
| Admin fee / account holder | $341 | $3,023-88.7% | $8,282-95.9% | $1,944-82.5% |