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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.8+ years Service code 13 · EIN 13-3745616 | Contract Administrator | $10,146,706 |
RELIANCE TRUST COMPANY8+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $620,341 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $594,677 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4460 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $62,877 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $42,000 |
MCCONNELL VALDES LLC2 years Service code 29 · EIN 66-0226027 | Legal | $25,834 |
GROVE POINT INVESTMENTS LLC2 years Filed as: GROVE POINT ADVISORS LLC Service code 27 · EIN 85-3242918 | Advisory (Plan) | $20,165 |
CANTELLA & COMPANY, INC.1 year Filed as: CANTELLA & CO., INC Service code 27 PO BOX 525 · RIPLEY, TN 38063 | Advisory (Plan) | $12,697 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E. COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,793 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS NETWORKS, LLC Service code 27 · EIN 95-3845382 200 N. SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Advisory (Plan) | $8,063 |
Participant 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 | $86,694 | $118,441-26.8% | $151,634-42.8% | $89,433-3.1% |
| Participation rate | 87.1% | 88.0%-0.9pp | 87.5%-0.4pp | 71.3%+15.8pp |
| Annual return | -16.32% | -9.10%-7.2pp | 3.32%-19.6pp | -11.88%-4.4pp |
| Employer contribution / active EE | $2,773 | $4,770-41.9% | $6,165-55.0% | $3,021-8.2% |
| Participant deferral / active EE | $4,507 | $7,648-41.1% | $8,363-46.1% | $5,125-12.1% |
| Admin fee / account holder | $866 | $90+866.3% | $11,614-92.5% | $79+990.5% |