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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JIM HALLIAN PENSION CONSLUTING, LLC Service code 13 | Contract Administrator | $3,492 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 | Recordkeeping Fees | $0 |
Filed as: EMPWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $0 |
Filed as: JIM HALLINAN PENSION CONSULTING Service code 13 | Contract Administrator | $0 |
LPL FINANCIAL2 years Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,400 | $47,163-8.0% | $149,696-71.0% | $74,460-41.7% |
| Participation rate | 20.0% | 63.4%-43.4pp | 78.8%-58.8pp | 70.7%-50.7pp |
| Annual return | 12.11% | 22.75%-10.6pp | 134.46%-122.3pp | 34.38%-22.3pp |
| Employer contribution / active EE | $441 | $1,907-76.9% | $4,821-90.9% | $2,638-83.3% |
| Participant deferral / active EE | $932 | $2,730-65.9% | $5,682-83.6% | $4,530-79.4% |
| Admin fee / account holder | $391 | $343+14.0% | $13,212-97.0% | $348+12.4% |