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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 85 CHESTNUT RIDGE RD STE 114 · MONTVALE, NJ 07645 | Accounting | $27,000 |
Filed as: GFS WEALTH MANAGEMENT ADVISORS INC Service code 27 2429 N AVE · BRIDGEPORT, CT 06604 | Advisory (Plan) | $22,855 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,429 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,280 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,718 | $42,548+0.4% | $74,549-42.7% | $56,287-24.1% |
| Participation rate | 78.5% | 60.5%+18.1pp | 69.1%+9.4pp | 69.9%+8.7pp |
| Annual return | -6.12% | 12.40%-18.5pp | 32.53%-38.7pp | -9.96%+3.8pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,173 | $2,277+83.3% | $3,108+34.3% | $3,350+24.6% |
| Admin fee / account holder | $407 | $467-13.0% | $5,059-92.0% | $521-21.9% |