Filed April 3, 2026
Total covered: 30 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $306,983 |
Filed as: FOCUS OPERATING LLC DBA JFS WEALTH Service code 27 1 HOLLOW LANE STE 201 · LAKE SUCCESS, NY 11042 | Advisory (Plan) | $105,116 |
EIDE BAILLY LLP6 years Service code 10 PO BOX 88678 · MILWAUKEE, WI 53288 | Accounting | $14,000 |
HAWLEY TROXELL1 year Filed as: HAWLEY TROXELL ENNIS & HAWLEY LLP Service code 29 877 MAIN ST STE 1000 · BOISE, ID 837011617 | Legal | $892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,817 | $55,347-10.0% | $120,354-58.6% | $199,593-75.0% |
| Participation rate | 92.8% | 52.9%+40.0pp | 71.9%+20.9pp | 72.0%+20.8pp |
| Annual return | 12.99% | 15.37%-2.4pp | 107.15%-94.2pp | 34.25%-21.3pp |
| Employer contribution / active EE | $1,773 | $1,296+36.8% | $3,463-48.8% | $3,034-41.6% |
| Participant deferral / active EE | $3,673 | $2,350+56.3% | $4,991-26.4% | $5,087-27.8% |
| Admin fee / account holder | $201 | $134+49.7% | $9,423-97.9% | $269-25.3% |