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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 | $106,524-0.4% | $152,301-30.4% | $87,485+21.2% |
| Participation rate | 98.6% | 75.8%+22.9pp | 82.4%+16.2pp | 68.9%+29.7pp |
| Annual return | 14.00% | 26.89%-12.9pp | 80.50%-66.5pp | 26.06%-12.1pp |
| Employer contribution / active EE | $4,135 | $3,371+22.7% | $4,624-10.6% | $2,596+59.3% |
| Participant deferral / active EE | $12,032 | $6,525+84.4% | $8,004+50.3% | $4,274+181.6% |
| Admin fee / account holder | $472 | $8,287-94.3% | $14,398-96.7% | $7,775-93.9% |