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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 P. O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $35,332 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,744 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 271 17TH STREET · ATLANTA, GA 30363 | Accounting | $10,750 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 13 30 N LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $5,614 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8915 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,094 |
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 | $82,742 | $101,672-18.6% | $147,117-43.8% | $74,478+11.1% |
| Participation rate | 82.5% | 75.5%+7.0pp | 82.2%+0.4pp | 67.2%+15.3pp |
| Annual return | 31.09% | 8757.83%-8726.7pp | 420.54%-389.5pp | 1370.56%-1339.5pp |
| Employer contribution / active EE | $4,662 | $3,813+22.3% | $4,932-5.5% | $2,626+77.5% |
| Participant deferral / active EE | $10,326 | $7,305+41.4% | $8,065+28.0% | $4,350+137.4% |
| Admin fee / account holder | $494 | $1,753-71.8% | $12,993-96.2% | $1,946-74.6% |