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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $16,132 |
MILLER COOPER & CO LTD5 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $12,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $11,477 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $9,659 |
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 | $128,221 | $85,515+49.9% | $112,040+14.4% | $67,986+88.6% |
| Participation rate | 67.5% | 68.2%-0.8pp | 76.5%-9.0pp | 57.2%+10.3pp |
| Annual return | 14.64% | 29.68%-15.0pp | 24.52%-9.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,997 | $4,014-0.4% | $5,098-21.6% | $3,358+19.0% |
| Admin fee / account holder | $405 | $3,774-89.3% | $12,098-96.7% | $3,203-87.4% |