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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $28,108 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8505 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,184 |
PEAK RETIREMENT GROUP1+ years Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $7,190 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $135 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,154 | $59,448+14.6% | $93,696-27.3% | $74,459-8.5% |
| Participation rate | 95.0% | 59.6%+35.4pp | 68.7%+26.3pp | 67.2%+27.8pp |
| Annual return | 18.55% | 82.11%-63.6pp | 133.74%-115.2pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $2,695 | $1,266+112.8% | $2,422+11.3% | $2,626+2.6% |
| Participant deferral / active EE | $5,674 | $3,052+85.9% | $4,417+28.5% | $4,350+30.5% |
| Admin fee / account holder | $344 | $3,027-88.6% | $8,287-95.8% | $1,945-82.3% |