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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 | $48,011+198.6% | $63,803+124.7% | $82,637+73.5% |
| Participation rate | 96.8% | 66.6%+30.2pp | 72.7%+24.1pp | 68.1%+28.8pp |
| Annual return | 12.12% | 19.84%-7.7pp | 543.72%-531.6pp | 53.51%-41.4pp |
| Employer contribution / active EE | $6,913 | $1,904+263.2% | $2,532+173.0% | $2,552+170.9% |
| Participant deferral / active EE | $8,187 | $2,846+187.6% | $3,843+113.0% | $4,126+98.4% |
| Admin fee / account holder | $343 | $3,873-91.1% | $5,196-93.4% | $7,339-95.3% |