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| Provider | Service type | Compensation |
|---|---|---|
KIMBERELY KEENAN6 years Service code 15 · EIN 01-0439781 | Recordkeeping | $127,180 |
MEKETA INVESTMENT GROUP2 years Service code 28 · EIN 04-2659023 | Investment Management | $45,000 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,821 |
BAIRD INSURANCE SERVICES INC2 years Filed as: JENSEN BAIRD GARDNER & HENRY Service code 29 · EIN 01-0378938 | Legal | $17,810 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $6,146 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,775 | $92,224+46.1% | $105,223+28.1% | $79,634+69.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 7.26% | 88.65%-81.4pp | 180.65%-173.4pp | 36.46%-29.2pp |
| Employer contribution / active EE | $7,436 | $3,965+87.5% | $3,689+101.6% | $2,529+194.0% |
| Participant deferral / active EE | $196 | $3,834-94.9% | $5,072-96.1% | $3,835-94.9% |
| Admin fee / account holder | $518 | $1,121-53.7% | $8,859-94.1% | $1,002-48.3% |