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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GFS WEALTH MANAGEMENT ADVISORS INC Service code 27 2 ENTERPRISE DR STE 305 · SHELTON, CT 06484 | Advisory (Plan) | $25,009 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,596 |
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,954 | $49,451+1.0% | $79,580-37.2% | $66,938-25.4% |
| Participation rate | 77.7% | 61.3%+16.4pp | 69.5%+8.2pp | 69.8%+7.9pp |
| Annual return | -14.25% | 84.25%-98.5pp | 0.15%-14.4pp | 1.58%-15.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,356 | $3,159+69.6% | $3,985+34.4% | $4,238+26.4% |
| Admin fee / account holder | $369 | $595-37.9% | $6,835-94.6% | $594-37.8% |