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| Provider | Service type | Compensation |
|---|---|---|
THREE BELL CAPITAL LLC1 year Service code 27 548 MARKET ST PMB 72712 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $7,783 |
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 | $138,139 | $93,598+47.6% | $135,974+1.6% | $75,173+83.8% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | 17.18% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.5pp |
| Employer contribution / active EE | $5,318 | $3,538+50.3% | $4,859+9.5% | $2,671+99.1% |
| Participant deferral / active EE | $11,005 | $6,405+71.8% | $7,760+41.8% | $4,126+166.7% |
| Admin fee / account holder | $59 | $6,978-99.1% | $10,767-99.4% | $5,651-98.9% |