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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROOFERS LOCAL 33 ADMIN FD Service code 14 · EIN 04-2628775 53 EVANS DRIVE · STOUGHTON, MA 02072 | Plan Administrator | $257,787 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 51 · EIN 20-1325746 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Mgmt Fees | $81,915 |
MANZI & ASSOCIATES, LLC2 years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $27,500 |
MEKETA INVESTMENT GROUP1 year Service code 16 · EIN 04-2659023 | Consulting | $20,000 |
KRAKOW & SOURIS10+ years Service code 29 · EIN 04-3363718 | Legal | $11,125 |
Filed as: EMPOWER ADIVSORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,343 |
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 | $139,377 | $105,028+32.7% | $107,187+30.0% | $100,573+38.6% |
| Participation rate | 72.4% | 81.2%-8.8pp | 75.0%-2.6pp | 70.9%+1.5pp |
| Annual return | 11.55% | 10.61%+0.9pp | 204.55%-193.0pp | 18.89%-7.3pp |
| Employer contribution / active EE | $9,311 | $5,641+65.1% | $3,782+146.2% | $3,763+147.4% |
| Participant deferral / active EE | $4,303 | $2,685+60.3% | $5,096-15.6% | $4,921-12.6% |
| Admin fee / account holder | $461 | $355+30.0% | $9,162-95.0% | $454+1.6% |