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| Provider | Service type | Compensation |
|---|---|---|
MONTEREY WEALTH1 year Service code 27 200 ASHFORD CENTER N STE 310 · ATLANTA, GA 30338 | Advisory (Plan) | $32,372 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,052 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,921 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDING DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,350 |
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 | $163,350 | $55,437+194.7% | $155,534+5.0% | $74,459+119.4% |
| Participation rate | 84.7% | 61.9%+22.8pp | 78.2%+6.5pp | 67.2%+17.5pp |
| Annual return | 15.55% | 269.58%-254.0pp | 64.92%-49.4pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $9,463 | $2,266+317.6% | $4,675+102.4% | $2,626+260.4% |
| Participant deferral / active EE | $8,327 | $2,837+193.5% | $5,630+47.9% | $4,350+91.5% |
| Admin fee / account holder | $360 | $1,742-79.3% | $15,900-97.7% | $1,945-81.5% |