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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,931 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,755 |
EIDE BAILLY LLP2 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 95-3654973 P.O. BOX 1914 · BISMARCK, ND 58502 | Accounting | $19,100 |
ACTUARIES UNLIMITED, INC.2 years Filed as: ACTUARIES UNLIMITED INC. Service code 13 · EIN 95-3654973 16000 VENTURA BLVD #915 · ENCINO, CA 91436 | Contract Administrator | $13,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,474 | $91,439-31.7% | $135,974-54.1% | $71,511-12.6% |
| Participation rate | 36.6% | 75.7%-39.0pp | 81.9%-45.3pp | 67.9%-31.3pp |
| Annual return | 15.23% | 29.90%-14.7pp | 68.30%-53.1pp | 28.86%-13.6pp |
| Employer contribution / active EE | $1,026 | $3,705-72.3% | $4,859-78.9% | $2,589-60.4% |
| Participant deferral / active EE | $3,441 | $7,093-51.5% | $7,760-55.7% | $4,291-19.8% |
| Admin fee / account holder | $447 | $1,267-64.7% | $10,767-95.8% | $1,588-71.9% |