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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,775 | $86,882+55.1% | $150,734-10.6% | $69,255+94.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 7.26% | 10.69%-3.4pp | 600.81%-593.5pp | 26.73%-19.5pp |
| Employer contribution / active EE | $7,436 | $5,194+43.2% | $4,918+51.2% | $2,645+181.1% |
| Participant deferral / active EE | $196 | $2,993-93.5% | $5,610-96.5% | $2,890-93.2% |
| Admin fee / account holder | $518 | $630-17.7% | $14,905-96.5% | $733-29.3% |