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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,010 |
EDWARD JONES8 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $34,186 |
THE RETIREMENT ADVANTAGE INC9 years Service code 49 · EIN 39-1816008 | Other Services | $3,565 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $521 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $71,298 | $101,653-29.9% | $147,080-51.5% | $74,459-4.2% |
| Participation rate | 71.6% | 75.6%-3.9pp | 82.2%-10.6pp | 67.2%+4.4pp |
| Annual return | 14.93% | 8754.98%-8740.0pp | 420.17%-405.2pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $3,610 | $3,813-5.3% | $4,933-26.8% | $2,626+37.5% |
| Participant deferral / active EE | $5,640 | $7,304-22.8% | $8,066-30.1% | $4,350+29.7% |
| Admin fee / account holder | $346 | $1,752-80.2% | $12,989-97.3% | $1,945-82.2% |