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| Provider | Service type | Compensation |
|---|---|---|
MIRACLE MILE ADVISORS LLC2 years Service code 27 11300 OLYMPIC BLVD UNIT 800 · LOS ANGELES, CA 90064 | Advisory (Plan) | $35,015 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,545 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Contract Administrator | $17,923 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,630 | $54,245+92.9% | $93,727+11.6% | $77,762+34.6% |
| Participation rate | 44.8% | 63.9%-19.1pp | 68.7%-23.9pp | 70.6%-25.8pp |
| Annual return | 13.82% | 30.58%-16.8pp | 133.83%-120.0pp | 31.27%-17.5pp |
| Employer contribution / active EE | $363 | $1,168-68.9% | $2,421-85.0% | $2,728-86.7% |
| Participant deferral / active EE | $3,759 | $3,144+19.6% | $4,417-14.9% | $4,651-19.2% |
| Admin fee / account holder | $480 | $575-16.6% | $8,292-94.2% | $433+10.8% |