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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 | $39,143 | $59,467-34.2% | $93,727-58.2% | $74,478-47.4% |
| Participation rate | 78.8% | 59.6%+19.2pp | 68.7%+10.1pp | 67.2%+11.6pp |
| Annual return | 9.68% | 82.14%-72.5pp | 133.83%-124.2pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,068 | $3,052+66.1% | $4,417+14.7% | $4,350+16.5% |
| Admin fee / account holder | $341 | $3,028-88.7% | $8,292-95.9% | $1,946-82.5% |