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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,405 |
RAPHAEL AND RAPHAEL LLP1 year Filed as: RAPHAEL AND RAPHAEL, LLP Service code 10 52 CHURCH STREET · BOSTON, MA 02116 | Accounting | $12,000 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,375 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $146,801 | $83,090+76.7% | $130,062+12.9% | $71,529+105.2% |
| Participation rate | 61.5% | 74.1%-12.6pp | 78.5%-17.0pp | 67.9%-6.4pp |
| Annual return | 8.70% | 20.61%-11.9pp | -137.37%+146.1pp | 28.97%-20.3pp |
| Employer contribution / active EE | $32 | $2,624-98.8% | $4,322-99.3% | $2,590-98.8% |
| Participant deferral / active EE | $7,459 | $4,436+68.1% | $5,821+28.1% | $4,291+73.8% |
| Admin fee / account holder | $596 | $1,727-65.5% | $10,601-94.4% | $1,588-62.5% |