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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 | $51,184+180.1% | $66,439+115.8% | $86,983+64.8% |
| Participation rate | 96.8% | 68.5%+28.3pp | 74.5%+22.3pp | 69.5%+27.3pp |
| Annual return | 12.12% | 17.07%-5.0pp | 757.66%-745.5pp | 25.83%-13.7pp |
| Employer contribution / active EE | $6,913 | $2,023+241.8% | $2,637+162.2% | $2,584+167.5% |
| Participant deferral / active EE | $8,187 | $2,927+179.6% | $3,876+111.2% | $4,194+95.2% |
| Admin fee / account holder | $343 | $4,154-91.7% | $6,173-94.4% | $7,856-95.6% |