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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $57,069 |
AXIS GROUP LLC7 years Service code 99 400 CONNELL DR STE 6100 · BERKELEY HEIGHTS, NJ 07922 | Other Fees | $5,375 |
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON ALLEN LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $5,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $113,444 | $101,653+11.6% | $147,080-22.9% | $74,459+52.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.43% | 8754.98%-8739.5pp | 420.17%-404.7pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $4,047 | $3,813+6.1% | $4,933-18.0% | $2,626+54.1% |
| Participant deferral / active EE | $13,935 | $7,304+90.8% | $8,066+72.8% | $4,350+220.4% |
| Admin fee / account holder | $434 | $1,752-75.2% | $12,989-96.7% | $1,945-77.7% |