Filed June 13, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $83,075 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,110 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,152 | $80,781+241.9% | $102,437+169.6% | $74,478+270.8% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | 14.10% | 27.58%-13.5pp | 24.95%-10.9pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $2,637 | $3,160-16.6% | $3,871-31.9% | $2,626+0.4% |
| Participant deferral / active EE | $9,717 | $3,862+151.6% | $5,060+92.0% | $4,350+123.4% |
| Admin fee / account holder | $656 | $2,372-72.4% | $8,388-92.2% | $1,946-66.3% |