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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,036 |
Filed as: BOON ADMINISTRATIVE SERVICES INC. Service code 13 6300 BRIDGE POINT PARKWAY · AUSTIN, TX 78730 | Contract Administrator | $21,916 |
BAS PARTNERS3 years Service code 10 15800 PINES BOULEVARD · PEMBROKE PINES, FL 330271212 | Accounting | $3,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,665 | $37,463-79.5% | $77,100-90.1% | $66,949-88.6% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | -20.05% | -3.25%-16.8pp | 42.35%-62.4pp | 1.57%-21.6pp |
| Employer contribution / active EE | $4,398 | $1,535+186.5% | $2,815+56.3% | $2,545+72.8% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,430-100.0% | $4,239-100.0% |
| Admin fee / account holder | $450 | $568-20.7% | $5,443-91.7% | $594-24.1% |