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| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.5 years Service code 27 30 SOUTH 17TH STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $33,829 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY, STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $12,973 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,851 |
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 | $95,040 | $73,532+29.2% | $178,505-46.8% | $74,478+27.6% |
| Participation rate | 76.6% | 66.6%+10.0pp | 77.1%-0.5pp | 67.2%+9.4pp |
| Annual return | 12.23% | 17.49%-5.3pp | 27.16%-14.9pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $2,938 | $2,221+32.3% | $3,955-25.7% | $2,626+11.9% |
| Participant deferral / active EE | $4,644 | $4,519+2.8% | $6,280-26.1% | $4,350+6.8% |
| Admin fee / account holder | $774 | $1,813-57.3% | $10,428-92.6% | $1,946-60.2% |