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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $34,799 |
Filed as: HUB INTERNATIONAL NEW ENGLAND LLC Service code 13 299 BALLARDVALE ST · WILMINGTON, MA 01887 | Contract Administrator | $21,336 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,024 |
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS INC Service code 13 · EIN 02-6405960 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $9,588 |
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 | $218,176 | $83,090+162.6% | $130,062+67.7% | $71,529+205.0% |
| Participation rate | 94.1% | 74.1%+20.0pp | 78.5%+15.6pp | 67.9%+26.2pp |
| Annual return | 15.52% | 20.61%-5.1pp | -137.37%+152.9pp | 28.97%-13.5pp |
| Employer contribution / active EE | $1,747 | $2,624-33.4% | $4,322-59.6% | $2,590-32.6% |
| Participant deferral / active EE | $10,871 | $4,436+145.1% | $5,821+86.8% | $4,291+153.3% |
| Admin fee / account holder | $570 | $1,727-67.0% | $10,601-94.6% | $1,588-64.1% |