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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 3411 RICHMOND AVE STE 750 · HOUSTON, TX 77046 | Advisory (Plan) | $21,939 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,737 |
LEE CPA AUDIT GROUP1 year Service code 10 5056 SUNRISE BLVD STE B1 · FAIR OAKS, CA 95628 | Accounting | $7,950 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $60 |
Employer contribution per participant 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 | $76,204 | $91,439-16.7% | $135,974-44.0% | $71,511+6.6% |
| Participation rate | 77.8% | 75.7%+2.1pp | 81.9%-4.1pp | 67.9%+9.8pp |
| Annual return | 25.67% | 29.90%-4.2pp | 68.30%-42.6pp | 28.86%-3.2pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $15,487 | $7,093+118.3% | $7,760+99.6% | $4,291+261.0% |
| Admin fee / account holder | $227 | $1,267-82.1% | $10,767-97.9% | $1,588-85.7% |