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| Provider | Service type | Compensation |
|---|---|---|
BROTEMARKLE, DAVIS & CO LLP3+ years Filed as: BROTEMARKLE, DAVIS & CO. LLP Service code 10 · EIN 68-0219846 3562 ROUND BARN CIRCLE, 1ST FLOOR · SANTA ROSA, CA 95403 | Accounting | $38,000 |
Service code 13 · EIN 68-0369583 | Contract Administrator | $33,991 |
FIRST WESTERN TRUST BANK1 year Service code 13 1900 16TH STREET STE. 1200 · DENVER, CO 80202 | Contract Administrator | $31,382 |
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 | $148,244 | $50,385+194.2% | $75,670+95.9% | $62,293+138.0% |
| Participation rate | 81.1% | 67.7%+13.4pp | 72.3%+8.7pp | 69.5%+11.6pp |
| Annual return | 10.94% | 19.90%-9.0pp | 27.34%-16.4pp | 28.90%-18.0pp |
| Employer contribution / active EE | $9,085 | $1,537+491.0% | $2,352+286.3% | $2,042+344.8% |
| Participant deferral / active EE | $4,272 | $2,445+74.7% | $3,142+35.9% | $3,169+34.8% |
| Admin fee / account holder | $620 | $384+61.4% | $5,800-89.3% | $479+29.4% |