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| Provider | Service type | Compensation |
|---|---|---|
PPS PENSION & FINANCIAL SERVICES5+ years Service code 13 | Contract Administrator | $1,458 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $1,072 |
Filed as: EMPOWER LIFE AND ANNUITY CO Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $487 |
PPS PENSION & FINANCIAL SERVICES5+ years Filed as: PPS PENSION & FINANCIAL SVCS Service code 13 · EIN 16-1062503 | Contract Administrator | $220 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,398 | $65,453-85.6% | $86,698-89.2% | $66,938-86.0% |
| Participation rate | 76.7% | 75.5%+1.3pp | 76.6%+0.1pp | 69.8%+6.9pp |
| Annual return | -17.68% | -10.89%-6.8pp | 35.95%-53.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $616 | $2,154-71.4% | $2,837-78.3% | $2,545-75.8% |
| Participant deferral / active EE | $948 | $4,102-76.9% | $4,656-79.6% | $4,238-77.6% |
| Admin fee / account holder | $36 | $642-94.3% | $7,493-99.5% | $594-93.9% |