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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,271 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $14,600 |
CSW INC10+ years Service code 99 45 TYBURSKI RD · LUDLOW, MA 01056 | Other Fees | $12,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,168 | $85,515+40.5% | $112,040+7.3% | $67,986+76.8% |
| Participation rate | 91.9% | 68.2%+23.7pp | 76.5%+15.4pp | 57.2%+34.7pp |
| Annual return | 9.85% | 29.68%-19.8pp | 24.52%-14.7pp | 31.67%-21.8pp |
| Employer contribution / active EE | $1,222 | $2,191-44.2% | $2,954-58.6% | $2,019-39.5% |
| Participant deferral / active EE | $5,349 | $4,014+33.3% | $5,098+4.9% | $3,358+59.3% |
| Admin fee / account holder | $869 | $3,774-77.0% | $12,098-92.8% | $3,203-72.9% |