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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,859 |
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $13,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,095 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,343 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,240 | $130,294-53.0% | $170,043-64.0% | $71,511-14.4% |
| Participation rate | 67.5% | 86.2%-18.7pp | 87.0%-19.5pp | 67.9%-0.5pp |
| Annual return | 31.61% | 20.36%+11.2pp | 53.40%-21.8pp | 28.86%+2.8pp |
| Employer contribution / active EE | $2,965 | $4,385-32.4% | $6,790-56.3% | $2,589+14.5% |
| Participant deferral / active EE | $7,053 | $6,928+1.8% | $10,410-32.2% | $4,291+64.4% |
| Admin fee / account holder | $320 | $966-66.8% | $12,824-97.5% | $1,588-79.8% |