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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 28 · EIN 84-0467907 | Investment Management | $79,626 |
PASADENA PRIVATE WEALTH LLC5 years Filed as: PASADENA PRIVATE WEALTH, LLC Service code 27 · EIN 82-4823358 | Advisory (Plan) | $52,775 |
NEXUS ADMINISTRATORS, INC.4 years Service code 13 · EIN 77-0586222 | Contract Administrator | $3,875 |
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 | $55,278 | $76,696-27.9% | $96,515-42.7% | $71,511-22.7% |
| Participation rate | 93.9% | 66.6%+27.3pp | 74.3%+19.5pp | 67.9%+26.0pp |
| Annual return | 12.65% | 48.32%-35.7pp | 35.73%-23.1pp | 28.86%-16.2pp |
| Employer contribution / active EE | $3,902 | $3,032+28.7% | $3,740+4.4% | $2,589+50.7% |
| Participant deferral / active EE | $3,338 | $3,770-11.5% | $4,880-31.6% | $4,291-22.2% |
| Admin fee / account holder | $311 | $2,030-84.7% | $6,735-95.4% | $1,588-80.4% |