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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,061 | $106,749-0.6% | $145,433-27.1% | $82,448+28.6% |
| Participation rate | 98.6% | 75.6%+23.0pp | 82.1%+16.5pp | 68.1%+30.6pp |
| Annual return | 14.00% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $4,135 | $3,444+20.1% | $4,554-9.2% | $2,551+62.1% |
| Participant deferral / active EE | $12,032 | $6,519+84.6% | $7,897+52.4% | $4,139+190.7% |
| Admin fee / account holder | $472 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |