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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 | $25,356 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $22,761 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $12,354 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 78730 | Other Fees | $5,552 |
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 | $97,869 | $102,429-4.5% | $147,096-33.5% | $80,925+20.9% |
| Participation rate | 98.7% | 75.9%+22.9pp | 82.2%+16.5pp | 67.7%+31.1pp |
| Annual return | 13.93% | 135.02%-121.1pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $4,275 | $3,716+15.0% | $4,936-13.4% | $2,756+55.1% |
| Participant deferral / active EE | $11,922 | $6,649+79.3% | $8,071+47.7% | $4,299+177.3% |
| Admin fee / account holder | $485 | $7,957-93.9% | $13,005-96.3% | $6,940-93.0% |