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| Provider | Service type | Compensation |
|---|---|---|
THE FINWAY GROUP4 years Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $41,140 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DR · CYPRESS, CA 90630 | Advisory (Plan) | $38,562 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,635 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 99 24 E COTA ST · SANTA BARBARA, CA 93101 | Other Fees | $6,445 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,254 | $47,163-4.0% | $149,696-69.8% | $74,460-39.2% |
| Participation rate | 87.5% | 63.4%+24.1pp | 78.8%+8.7pp | 70.7%+16.8pp |
| Annual return | 19.45% | 22.75%-3.3pp | 134.46%-115.0pp | 34.38%-14.9pp |
| Employer contribution / active EE | $2,054 | $1,907+7.7% | $4,821-57.4% | $2,638-22.1% |
| Participant deferral / active EE | $3,680 | $2,730+34.8% | $5,682-35.2% | $4,530-18.8% |
| Admin fee / account holder | $347 | $343+1.2% | $13,212-97.4% | $348-0.2% |