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| Provider | Service type | Compensation |
|---|---|---|
SLWA LLC1 year Service code 27 735 TANK FARM RD · SAN LUIS OBISPO, CA 93401 | Advisory (Plan) | $26,294 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,733 | $64,719+177.7% | $112,249+60.1% | $68,486+162.4% |
| Participation rate | 87.8% | 67.2%+20.7pp | 75.1%+12.7pp | 67.9%+19.9pp |
| Annual return | -14.57% | -11.40%-3.2pp | 27.48%-42.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $9,625 | $2,747+250.4% | $3,636+164.7% | $2,597+270.7% |
| Participant deferral / active EE | $19,399 | $3,565+444.1% | $4,729+310.2% | $4,028+381.7% |
| Admin fee / account holder | $500 | $5,232-90.4% | $6,412-92.2% | $5,404-90.8% |