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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 | $81,557+65.3% | $123,973+8.7% | $65,191+106.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 7.26% | 11.45%-4.2pp | 388.13%-380.9pp | 51.24%-44.0pp |
| Employer contribution / active EE | $7,436 | $4,637+60.4% | $4,126+80.2% | $2,400+209.8% |
| Participant deferral / active EE | $196 | $2,628-92.6% | $5,247-96.3% | $2,671-92.7% |
| Admin fee / account holder | $518 | $1,040-50.1% | $11,799-95.6% | $907-42.8% |