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| Provider | Service type | Compensation |
|---|---|---|
PATRON PARTNERS, LLC1 year Filed as: PATRON PARTNERS LLC Service code 27 | Advisory (Plan) | $13,775 |
AARON H. KIM1 year Filed as: AARON KEYS AND ASSOC INC. Service code 13 · EIN 37-1446858 | Contract Administrator | $1,200 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 | Recordkeeping Fees | $958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,042 | $82,979-51.7% | $102,412-60.9% | $77,736-48.5% |
| Participation rate | 30.3% | 71.5%-41.2pp | 74.5%-44.2pp | 70.6%-40.3pp |
| Annual return | 9.99% | 19.11%-9.1pp | 24.94%-15.0pp | 31.26%-21.3pp |
| Employer contribution / active EE | $683 | $3,554-80.8% | $3,870-82.4% | $2,728-75.0% |
| Participant deferral / active EE | $1,329 | $4,109-67.6% | $5,060-73.7% | $4,651-71.4% |
| Admin fee / account holder | $24 | $639-96.2% | $8,388-99.7% | $433-94.4% |