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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 | $101,591+31.7% | $147,096-9.0% | $74,429+79.8% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.8pp | 67.2%+30.8pp |
| Annual return | 14.22% | 8746.45%-8732.2pp | 419.75%-405.5pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $4,952 | $3,813+29.9% | $4,936+0.3% | $2,625+88.7% |
| Participant deferral / active EE | $9,842 | $7,302+34.8% | $8,071+21.9% | $4,348+126.3% |
| Admin fee / account holder | $106 | $1,750-94.0% | $13,005-99.2% | $1,944-94.6% |