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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 35142 LB #1035 · SEATTLE, WA 981245142 | Advisory (Plan) | $40,622 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,363 |
MEIHAUS CPA, PC1 year Service code 10 201 E GRAND AVE #2A · ESCONDIDO, CA 92025 | Accounting | $13,500 |
Filed as: PRIME RETIREMENT SOLUTIONS LLC Service code 13 25B VREELAND RD STE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $2,600 |
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 | $97,999 | $88,672+10.5% | $105,223-6.9% | $82,448+18.9% |
| Participation rate | 94.3% | 67.9%+26.4pp | 75.0%+19.3pp | 68.1%+26.3pp |
| Annual return | 9.61% | 30.86%-21.2pp | 180.65%-171.0pp | 41.64%-32.0pp |
| Employer contribution / active EE | $2,043 | $3,048-33.0% | $3,689-44.6% | $2,551-19.9% |
| Participant deferral / active EE | $7,275 | $4,036+80.2% | $5,072+43.4% | $4,139+75.7% |
| Admin fee / account holder | $696 | $7,146-90.3% | $8,859-92.1% | $7,234-90.4% |