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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT DBA BUKATY Service code 27 | Advisory (Plan) | $33,610 |
Service code 13 | Contract Administrator | $23,304 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 | Investment Management | $4,658 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,022 | $70,917+42.5% | $98,920+2.1% | $73,493+37.5% |
| Participation rate | 42.9% | 73.8%-31.0pp | 76.0%-33.2pp | 70.7%-27.8pp |
| Annual return | 11.87% | 34.18%-22.3pp | 196.47%-184.6pp | 28.51%-16.6pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,027 | $3,501+15.0% | $4,245-5.1% | $3,740+7.7% |
| Admin fee / account holder | $346 | $535-35.3% | $6,643-94.8% | $513-32.6% |