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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,897 |
CARON & BLETZER, PLLC2 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $15,400 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $14,260 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,692 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,383 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,875 | $122,063-40.3% | $184,256-60.4% | $74,478-2.2% |
| Participation rate | 84.9% | 85.5%-0.6pp | 86.8%-2.0pp | 67.2%+17.7pp |
| Annual return | 18.42% | 19.92%-1.5pp | 28.85%-10.4pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $1,583 | $4,539-65.1% | $6,427-75.4% | $2,626-39.7% |
| Participant deferral / active EE | $9,207 | $7,144+28.9% | $9,133+0.8% | $4,350+111.6% |
| Admin fee / account holder | $482 | $1,253-61.5% | $13,899-96.5% | $1,946-75.2% |