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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 35142 LB #1035 · SEATTLE, WA 981245142 | Advisory (Plan) | $31,538 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,694 |
Filed as: ALDRICH RETIREMENT SOLUTIONS LP Service code 13 680 HAWTHORNE AVE SE STE 140 · SALEM, OR 97301 | Contract Administrator | $2,500 |
Filed as: PRIME RETIREMENT SOLUTIONS LLC Service code 13 25B VREELAND RD STE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $2,100 |
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 | $70,036 | $73,978-5.3% | $96,515-27.4% | $75,173-6.8% |
| Participation rate | 96.1% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+28.9pp |
| Annual return | -8.71% | 26.72%-35.4pp | 35.73%-44.4pp | 160.72%-169.4pp |
| Employer contribution / active EE | $2,089 | $2,931-28.7% | $3,740-44.1% | $2,671-21.8% |
| Participant deferral / active EE | $7,877 | $3,660+115.2% | $4,880+61.4% | $4,126+90.9% |
| Admin fee / account holder | $455 | $5,219-91.3% | $6,735-93.3% | $5,651-92.0% |