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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1+ years Filed as: FORVIS MAZARS WEALTH ADVISORS Service code 28 · EIN 43-1815436 | Investment Management | $32,934 |
FORVIS, LLP1+ years Filed as: FORVIS MAZARS, LLP Service code 13 · EIN 44-0160260 | Contract Administrator | $28,863 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $22,846 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,289 | $83,369-13.3% | $105,223-31.3% | $67,986+6.3% |
| Participation rate | 69.8% | 56.3%+13.5pp | 75.0%-5.3pp | 57.2%+12.6pp |
| Annual return | 70.36% | 24.64%+45.7pp | 180.65%-110.3pp | 31.67%+38.7pp |
| Employer contribution / active EE | $2,387 | $2,541-6.1% | $3,689-35.3% | $2,019+18.2% |
| Participant deferral / active EE | $4,467 | $3,295+35.6% | $5,072-11.9% | $3,358+33.0% |
| Admin fee / account holder | $468 | $4,073-88.5% | $8,859-94.7% | $3,203-85.4% |