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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $15,741 |
HERBEIN & COMPANY, INC.1 year Filed as: HERBEIN & COMPANY INC Service code 10 · EIN 23-2415973 | Accounting | $11,600 |
HERBEIN & COMPANY, INC.1 year Filed as: HERBEIN + COMPANY, INC. Service code 10 · EIN 23-2415973 | Accounting | $6,000 |
Filed as: MASSMUTUAL LIFE INS CO. Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $4,192 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $686 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,341 | $64,707+78.3% | $112,228+2.8% | $68,494+68.4% |
| Participation rate | 57.8% | 67.2%-9.4pp | 75.1%-17.3pp | 67.9%-10.1pp |
| Annual return | -11.08% | -11.40%+0.3pp | 27.45%-38.5pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,599 | $2,746-41.8% | $3,635-56.0% | $2,596-38.4% |
| Participant deferral / active EE | $3,077 | $3,565-13.7% | $4,728-34.9% | $4,027-23.6% |
| Admin fee / account holder | $616 | $5,232-88.2% | $6,410-90.4% | $5,403-88.6% |