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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROSPERITY WEALTH MANAGEMENT Service code 27 2333 SAN RAMON VALLEY BLVD., STE 20 · SAN RAMON, CA 94583 | Advisory (Plan) | $36,221 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,990 |
HEARD MCELROY & VESTAL, LLC3 years Filed as: HEARD, MCELROY & VESTAL, LLC Service code 13 P.O. BOX 1607 · SHREVEPORT, LA 711651607 | Contract Administrator | $3,100 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,860 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,760 | $86,655-1.0% | $119,609-28.3% | $66,914+28.2% |
| Participation rate | 93.5% | 75.6%+18.0pp | 79.3%+14.3pp | 69.8%+23.7pp |
| Annual return | -20.44% | -8.00%-12.4pp | -14.97%-5.5pp | 1.58%-22.0pp |
| Employer contribution / active EE | $1,610 | $2,536-36.5% | $4,232-61.9% | $2,544-36.7% |
| Participant deferral / active EE | $4,580 | $4,358+5.1% | $5,602-18.2% | $4,237+8.1% |
| Admin fee / account holder | $498 | $755-34.0% | $10,323-95.2% | $593-16.0% |