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 L Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $67,168 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,940 |
ECP ACCOUNTING, INC1 year Filed as: ECP ENTERPRISES INC DBA ECP ACCOUNT Service code 10 PO BOX 262 · EVANSVILLE, IN 47702 | Accounting | $3,942 |
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 | $311,706 | $83,369+273.9% | $105,223+196.2% | $67,986+358.5% |
| Participation rate | 88.8% | 56.3%+32.5pp | 75.0%+13.8pp | 57.2%+31.6pp |
| Annual return | 15.97% | 24.64%-8.7pp | 180.65%-164.7pp | 31.67%-15.7pp |
| Employer contribution / active EE | $10,781 | $2,541+324.3% | $3,689+192.3% | $2,019+434.1% |
| Participant deferral / active EE | $8,997 | $3,295+173.0% | $5,072+77.4% | $3,358+167.9% |
| Admin fee / account holder | $634 | $4,073-84.4% | $8,859-92.8% | $3,203-80.2% |