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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,047 |
ALPHA INVESTMENT CONSULTING GROUP10+ years Service code 27 11 E KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $27,222 |
RSM US LLP1 year Filed as: RSM US LP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $13,500 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,156 | $79,223+69.3% | $102,460+30.9% | $74,478+80.1% |
| Participation rate | 97.7% | 74.8%+23.0pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 10.20% | 54.98%-44.8pp | 29.47%-19.3pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $1,479 | $2,363-37.4% | $3,025-51.1% | $2,626-43.7% |
| Participant deferral / active EE | $6,196 | $4,417+40.3% | $5,056+22.6% | $4,350+42.4% |
| Admin fee / account holder | $366 | $2,003-81.7% | $9,460-96.1% | $1,946-81.2% |