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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,990 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,458 |
EKS&H LLLP1 year Service code 10 7979 E TUFTS AVE STE 400 · DENVER, CO 802372521 | Accounting | $9,128 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,934 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $3,830 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,238 | $80,753-13.0% | $136,298-48.5% | $62,293+12.8% |
| Participation rate | 89.3% | 73.5%+15.8pp | 81.9%+7.4pp | 69.5%+19.8pp |
| Annual return | 18.28% | 35.83%-17.6pp | 5156.27%-5138.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $3,894 | $2,884+35.0% | $4,696-17.1% | $2,042+90.7% |
| Participant deferral / active EE | $8,274 | $5,164+60.2% | $6,247+32.4% | $3,169+161.1% |
| Admin fee / account holder | $342 | $525-34.8% | $9,244-96.3% | $479-28.6% |