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| Provider | Service type | Compensation |
|---|---|---|
KIMBERELY KEENAN4 years Service code 15 · EIN 01-0439781 | Recordkeeping | $104,156 |
Filed as: PENSION FUND EVALUATION, INC. Service code 27 · EIN 11-2503982 | Advisory (Plan) | $25,300 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $25,001 |
Service code 19 · EIN 04-1590850 | Securities Custodian | $574 |
Filed as: EMPOWER ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $123,923 | $93,010+33.2% | $96,538+28.4% | $74,473+66.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | -6.61% | 37.50%-44.1pp | 35.74%-42.4pp | 34.36%-41.0pp |
| Employer contribution / active EE | $5,987 | $3,427+74.7% | $3,740+60.1% | $2,638+126.9% |
| Participant deferral / active EE | $252 | $3,971-93.7% | $4,880-94.8% | $4,530-94.4% |
| Admin fee / account holder | $442 | $633-30.2% | $6,737-93.4% | $347+27.5% |