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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY BENEFITS GROUP INC Service code 27 4660 LA JOLLA VILLAGE DR · SAN DIEGO, CA 92122 | Advisory (Plan) | $40,073 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,474 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,545 | $73,532+50.3% | $178,540-38.1% | $74,459+48.5% |
| Participation rate | 97.3% | 66.6%+30.7pp | 77.1%+20.2pp | 67.2%+30.1pp |
| Annual return | 11.05% | 17.51%-6.5pp | 27.15%-16.1pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $94 | $2,221-95.8% | $3,953-97.6% | $2,626-96.4% |
| Participant deferral / active EE | $8,346 | $4,519+84.7% | $6,281+32.9% | $4,350+91.9% |
| Admin fee / account holder | $325 | $1,813-82.1% | $10,424-96.9% | $1,945-83.3% |