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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 | $101,672+12.4% | $147,117-22.3% | $74,478+53.4% |
| Participation rate | 89.6% | 75.5%+14.1pp | 82.2%+7.4pp | 67.2%+22.4pp |
| Annual return | 13.12% | 8757.83%-8744.7pp | 420.54%-407.4pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $14,930 | $3,813+291.5% | $4,932+202.7% | $2,626+468.5% |
| Participant deferral / active EE | $5,378 | $7,305-26.4% | $8,065-33.3% | $4,350+23.6% |
| Admin fee / account holder | $547 | $1,753-68.8% | $12,993-95.8% | $1,946-71.9% |