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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 3411 RICHMOND AVE STE 750 · HOUSTON, TX 77046 | Advisory (Plan) | $29,139 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,443 |
LEE CPA AUDIT GROUP2 years Service code 10 10301 PLACER LN · SACRAMENTO, CA 95827 | Accounting | $125 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,415 | $101,672+28.3% | $147,117-11.4% | $74,478+75.1% |
| Participation rate | 56.5% | 75.5%-19.1pp | 82.2%-25.7pp | 67.2%-10.8pp |
| Annual return | 17.60% | 8757.83%-8740.2pp | 420.54%-402.9pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $16,963 | $7,305+132.2% | $8,065+110.3% | $4,350+289.9% |
| Admin fee / account holder | $369 | $1,753-79.0% | $12,993-97.2% | $1,946-81.1% |