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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,638 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $22,361 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $11,760 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 78730 | Other Fees | $5,631 |
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 | $106,061 | $107,421-1.3% | $182,262-41.8% | $94,015+12.8% |
| Participation rate | 98.6% | 77.8%+20.9pp | 84.2%+14.4pp | 70.8%+27.8pp |
| Annual return | 14.00% | 21.32%-7.3pp | 140.60%-126.6pp | 17.84%-3.8pp |
| Employer contribution / active EE | $4,135 | $3,448+19.9% | $5,046-18.0% | $2,790+48.2% |
| Participant deferral / active EE | $12,032 | $6,558+83.5% | $8,276+45.4% | $4,249+183.2% |
| Admin fee / account holder | $472 | $8,692-94.6% | $16,712-97.2% | $8,951-94.7% |