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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS LLC Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $44,458 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,031 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,181 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $145,176 | $71,526+103.0% | $98,450+47.5% | $71,495+103.1% |
| Participation rate | 96.6% | 72.7%+23.9pp | 75.2%+21.4pp | 67.9%+28.6pp |
| Annual return | 12.04% | 32.42%-20.4pp | 21.16%-9.1pp | 28.85%-16.8pp |
| Employer contribution / active EE | $13,664 | $2,400+469.4% | $3,049+348.2% | $2,589+427.7% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $4,739-100.0% | $4,291-100.0% |
| Admin fee / account holder | $445 | $1,675-73.4% | $8,961-95.0% | $1,588-72.0% |