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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 52 · EIN 20-3691708 | Indirect Investment Fees | $145,635 |
MEKETA INVESTMENT GROUP11+ years Filed as: MEKETA INVESTMENT GROUP, INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $39,000 |
SCHULTHEIS & PANETTIERI, LLP11+ years Service code 10 · EIN 13-1577780 | Accounting | $30,000 |
BLITMAN & KING11+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $24,541 |
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 | $82,646 | $98,776-16.3% | $119,126-30.6% | $89,670-7.8% |
| Participation rate | 77.4% | 83.1%-5.7pp | 75.8%+1.7pp | 71.2%+6.3pp |
| Annual return | 13.07% | 9.25%+3.8pp | 282.11%-269.0pp | 19.66%-6.6pp |
| Employer contribution / active EE | $2,474 | $5,802-57.4% | $4,034-38.7% | $4,041-38.8% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $321 | $230+39.4% | $10,693-97.0% | $352-8.7% |