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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 | $79,867+50.5% | $120,344-0.1% | $64,340+86.8% |
| Participation rate | 91.9% | 63.0%+28.9pp | 76.7%+15.2pp | 55.2%+36.6pp |
| Annual return | 9.85% | 21.10%-11.3pp | 20.30%-10.5pp | 24.14%-14.3pp |
| Employer contribution / active EE | $1,222 | $1,925-36.5% | $3,020-59.5% | $1,862-34.4% |
| Participant deferral / active EE | $5,349 | $3,593+48.9% | $5,135+4.2% | $2,980+79.5% |
| Admin fee / account holder | $869 | $5,039-82.7% | $12,742-93.2% | $3,703-76.5% |