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| Provider | Service type | Compensation |
|---|---|---|
THREE BELL CAPITAL LLC2 years Service code 27 · EIN 22-8453855 | Advisory (Plan) | $30,140 |
Filed as: EMPOWER Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $15,662 |
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $15 |
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 | $143,365 | $47,479+202.0% | $62,929+127.8% | $82,448+73.9% |
| Participation rate | 96.8% | 66.9%+29.9pp | 73.1%+23.7pp | 68.1%+28.7pp |
| Annual return | 12.12% | 20.34%-8.2pp | 1063.93%-1051.8pp | 41.64%-29.5pp |
| Employer contribution / active EE | $6,913 | $1,885+266.7% | $2,505+176.0% | $2,551+171.0% |
| Participant deferral / active EE | $8,187 | $2,870+185.2% | $3,888+110.5% | $4,139+97.8% |
| Admin fee / account holder | $343 | $3,804-91.0% | $5,065-93.2% | $7,234-95.3% |