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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,079 |
Filed as: GREENBUSH FINANCIAL GROUP LLC Service code 27 159 WOLF RD STE 101 · ALBANY, NY 12205 | Advisory (Plan) | $44,781 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $8,872 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 100 PARK AVE 16TH FL · NEW YORK, NY 10017 | Contract Administrator | $2,143 |
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 | $101,509 | $110,483-8.1% | $145,433-30.2% | $79,634+27.5% |
| Participation rate | 88.8% | 71.1%+17.7pp | 82.1%+6.6pp | 62.5%+26.3pp |
| Annual return | 18.59% | 24.62%-6.0pp | 66.58%-48.0pp | 36.46%-17.9pp |
| Employer contribution / active EE | $3,256 | $4,053-19.7% | $4,554-28.5% | $2,529+28.7% |
| Participant deferral / active EE | $5,657 | $7,216-21.6% | $7,897-28.4% | $3,835+47.5% |
| Admin fee / account holder | $586 | $680-13.8% | $13,129-95.5% | $1,002-41.5% |