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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 |
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 | $112,596-9.8% | $152,301-33.3% | $64,728+56.8% |
| Participation rate | 88.8% | 63.6%+25.1pp | 82.4%+6.3pp | 57.9%+30.9pp |
| Annual return | 18.59% | 23.76%-5.2pp | 80.50%-61.9pp | 49.38%-30.8pp |
| Employer contribution / active EE | $3,256 | $3,716-12.4% | $4,624-29.6% | $2,243+45.2% |
| Participant deferral / active EE | $5,657 | $6,075-6.9% | $8,004-29.3% | $2,729+107.3% |
| Admin fee / account holder | $586 | $996-41.2% | $14,398-95.9% | $1,145-48.8% |