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| Provider | Service type | Compensation |
|---|---|---|
OSBORNE & ASSOCIATES, INC.3 years Service code 13 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 20 · MODESTO, CA 95356 | Contract Administrator | $24,097 |
Filed as: EMPOWER ANNUNITY INSURANCE CO.OF AM Service code 64 · EIN 84-1631634 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80112 | Recordkeeping Fees | $18,970 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 8515 EAST ORCAHD ROAD · GREENWOOD VILLAGE, CO 80112 | Investment Management | $14,086 |
Service code 27 · EIN 91-1325756 6800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $10,279 |
METZ & ASSOCIATES PLLC2 years Filed as: METZ CPA, PC Service code 99 · EIN 46-4558541 950 W INDIAN SCHOOL ROAD · PHOENIX, AZ 85013 | Other Fees | $8,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,911 | $64,138-67.4% | $112,258-81.4% | $66,930-68.8% |
| Participation rate | 95.2% | 68.5%+26.8pp | 75.1%+20.2pp | 69.8%+25.4pp |
| Annual return | -13.62% | -13.81%+0.2pp | 27.47%-41.1pp | 1.57%-15.2pp |
| Employer contribution / active EE | $524 | $3,006-82.6% | $3,636-85.6% | $2,545-79.4% |
| Participant deferral / active EE | $3,108 | $3,694-15.9% | $4,728-34.3% | $4,238-26.7% |
| Admin fee / account holder | $297 | $625-52.4% | $6,411-95.4% | $593-49.9% |