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| Provider | Service type | Compensation |
|---|---|---|
THREE BELL CAPITAL LLC1+ years Service code 27 4 MAIN ST STE 230 · LOS ALTOS, CA 94022 | Advisory (Plan) | $18,318 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,493 | $65,453-73.3% | $86,698-79.8% | $66,938-73.9% |
| Participation rate | 64.1% | 75.5%-11.3pp | 76.6%-12.5pp | 69.8%-5.7pp |
| Annual return | -61.82% | -10.89%-50.9pp | 35.95%-97.8pp | 1.58%-63.4pp |
| Employer contribution / active EE | $1,045 | $2,154-51.5% | $2,837-63.2% | $2,545-58.9% |
| Participant deferral / active EE | $2,512 | $4,102-38.7% | $4,656-46.0% | $4,238-40.7% |
| Admin fee / account holder | $273 | $642-57.4% | $7,493-96.4% | $594-53.9% |