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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,266 |
Filed as: NACHMAN DBA PRODESSIONAL PLANNING Service code 27 100 E THOUSAND OAKS BLVD. SUITE 150 · THOUSAND OAKS, CA 91360 | Advisory (Plan) | $8,329 |
R-TECH CONSULTANTS, INC.4+ years Service code 13 21331 COSTANSO STREET · WOOODLAND HILLS, CA 91364 | Contract Administrator | $7,859 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,313 |
MUTUAL SECURITIES INC1 year Filed as: MUTUAL SECURITIES, INC. Service code 55 P.O. BOX 2864 · CAMARILLO, CA 93011 | Other Commissions | $1,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,047 | $55,449-62.0% | $83,831-74.9% | $56,289-62.6% |
| Participation rate | 35.6% | 68.0%-32.4pp | 76.1%-40.5pp | 69.9%-34.2pp |
| Annual return | -6.82% | -1.38%-5.4pp | 850.99%-857.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,441 | $2,935-50.9% | $4,082-64.7% | $3,350-57.0% |
| Admin fee / account holder | $355 | $656-45.8% | $5,479-93.5% | $521-31.8% |