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| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $6,502 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,876 | $108,911-34.0% | $100,392-28.4% | $145,884-50.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.91% | 58.23%-49.3pp | 49.45%-40.5pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,499 | $8,459+24.1% | $8,090+29.8% | $6,690+56.9% |
| Admin fee / account holder | $408 | $9,698-95.8% | $7,904-94.8% | $13,392-97.0% |