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| Provider | Service type | Compensation |
|---|---|---|
THREE BELL CAPITAL LLC2 years Service code 27 548 MARKET ST PMB 72712 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $24,111 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,806 | $101,499+31.8% | $147,005-9.0% | $74,546+79.5% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 14.22% | 8732.34%-8718.1pp | 418.76%-404.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $4,952 | $3,811+29.9% | $4,934+0.4% | $2,624+88.7% |
| Participant deferral / active EE | $9,842 | $7,304+34.7% | $8,070+22.0% | $4,347+126.4% |
| Admin fee / account holder | $106 | $1,748-93.9% | $13,006-99.2% | $1,944-94.6% |