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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FOCUS OPERATING LLC DBA JFS WEALTH Service code 27 1 HOLLOW LANE STE 201 · LAKE SUCCESS, NY 11042 | Advisory (Plan) | $37,792 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,839 |
MOSS ADAMS LLP1 year Service code 99 101 SECOND ST STE 900 · SAN FRANCISCO, CA 94105 | Other Fees | $21,000 |
EEC ADMINISTRATION1 year Filed as: EEC ADMINISTRATION INC Service code 99 14841 YORBA ST STE 201 · TUSTIN, CA 92780 | Other Fees | $4,545 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,265 | $101,539+12.5% | $147,041-22.3% | $74,400+53.6% |
| Participation rate | 89.6% | 75.5%+14.1pp | 82.2%+7.4pp | 67.2%+22.4pp |
| Annual return | 13.12% | 8740.84%-8727.7pp | 419.21%-406.1pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $14,930 | $3,811+291.8% | $4,935+202.5% | $2,624+468.9% |
| Participant deferral / active EE | $5,378 | $7,304-26.4% | $8,071-33.4% | $4,348+23.7% |
| Admin fee / account holder | $547 | $1,749-68.7% | $13,006-95.8% | $1,944-71.8% |