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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,546 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,871 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $11,567 |
PLANCHEC(K) CPAS LLC1 year Service code 10 1 EASTON OVAL STE 310 · COLUMBUS, OH 43219 | Accounting | $8,000 |
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 | $111,992 | $102,382+9.4% | $147,005-23.8% | $80,874+38.5% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 13.16% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,224 | $3,715-67.0% | $4,934-75.2% | $2,756-55.6% |
| Participant deferral / active EE | $14,066 | $6,646+111.6% | $8,070+74.3% | $4,297+227.4% |
| Admin fee / account holder | $521 | $7,942-93.4% | $13,006-96.0% | $6,935-92.5% |