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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 24 E. COTA ST. · SANTA BARBARA, CA 93101 | Advisory (Plan) | $24,000 |
SMITH & HOWARD, PC7 years Filed as: SMITH AND HOWARD PC Service code 10 271 17TH STREET NW · ATLANTA, GA 30363 | Accounting | $14,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,117 |
Filed as: BUSH RETIREMENT PLAN SERVICES INC Service code 13 3627 STARWOOD TRL SW · LILBURN, GA 30047 | Contract Administrator | $5,454 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,023 | $67,594+34.7% | $77,361+17.7% | $69,733+30.5% |
| Participation rate | 87.6% | 71.7%+15.9pp | 75.0%+12.6pp | 62.5%+25.1pp |
| Annual return | 11.71% | 19.20%-7.5pp | 1011.54%-999.8pp | 15.22%-3.5pp |
| Employer contribution / active EE | $4,043 | $2,649+52.6% | $2,990+35.2% | $2,250+79.7% |
| Participant deferral / active EE | $5,635 | $3,401+65.7% | $3,911+44.1% | $3,054+84.5% |
| Admin fee / account holder | $337 | $1,159-70.9% | $5,894-94.3% | $3,102-89.1% |