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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARSHALL AND MOSS Service code 13 · EIN 81-2845805 | Contract Administrator | $97,612 |
PITTA LLP3 years Service code 29 · EIN 26-3852082 | Legal | $92,007 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $88,701 |
RBC WEALTH MANAGEMENT4 years Service code 27 · EIN 26-3852082 | Advisory (Plan) | $74,965 |
Service code 49 · EIN 81-2824798 | Other Services | $40,452 |
J.A. MARIANO AGENCY3 years Service code 22 · EIN 13-4242774 | Insurance Broker | $16,500 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $16,000 |
Service code 27 · EIN 38-3914359 | Advisory (Plan) | $5,692 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,405 | $55,527-0.2% | $81,783-32.3% | $199,768-72.3% |
| Participation rate | 59.6% | 62.7%-3.2pp | 72.4%-12.8pp | 72.0%-12.5pp |
| Annual return | 15.81% | 19.58%-3.8pp | 775.05%-759.2pp | 34.26%-18.4pp |
| Employer contribution / active EE | $2,116 | $2,111+0.2% | $2,913-27.3% | $3,037-30.3% |
| Participant deferral / active EE | $1,915 | $3,296-41.9% | $4,320-55.7% | $5,090-62.4% |
| Admin fee / account holder | $369 | $347+6.3% | $7,380-95.0% | $269+37.3% |