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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 28 · EIN 84-0467907 | Investment Management | $75,914 |
PASADENA PRIVATE WEALTH LLC6 years Filed as: PASADENA PRIVATE WEALTH, LLC Service code 27 · EIN 82-4823358 | Advisory (Plan) | $66,628 |
NEXUS ADMINISTRATORS, INC.5 years Service code 13 · EIN 77-0586222 | Contract Administrator | $3,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,367 | $80,781-22.8% | $102,437-39.1% | $74,478-16.3% |
| Participation rate | 95.8% | 65.7%+30.1pp | 74.5%+21.3pp | 67.2%+28.6pp |
| Annual return | 10.44% | 27.58%-17.1pp | 24.95%-14.5pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $2,566 | $3,160-18.8% | $3,871-33.7% | $2,626-2.3% |
| Participant deferral / active EE | $3,506 | $3,862-9.2% | $5,060-30.7% | $4,350-19.4% |
| Admin fee / account holder | $301 | $2,372-87.3% | $8,388-96.4% | $1,946-84.5% |