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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PLUMBERS AND PIPEFITTERS OF SOU Service code 99 1751 ANKA ST · JUNEAU, AK 99801 | Other Fees | $76,511 |
Filed as: CUTLER INVESTMENT COUNSEL LLC DBA C Service code 27 525 BIGHAM KNOLL · JACKSONVILLE, OR 97530 | Advisory (Plan) | $54,721 |
Filed as: ANASTASI MOORE MARTIN Service code 10 · EIN 20-8149084 | Accounting | $18,541 |
LAW OFFICE OF MARY STOLL7 years Service code 29 · EIN 91-0730364 | Legal | $10,298 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $160 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $227,886 | $80,763+182.2% | $102,412+122.5% | $74,459+206.1% |
| Participation rate | 79.6% | 65.7%+13.9pp | 74.5%+5.1pp | 67.2%+12.4pp |
| Annual return | 20.90% | 27.57%-6.7pp | 24.94%-4.0pp | 1369.70%-1348.8pp |
| Employer contribution / active EE | $4,912 | $3,160+55.5% | $3,870+26.9% | $2,626+87.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,389 | $2,371-41.4% | $8,388-83.4% | $1,945-28.6% |