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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC9 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $114,834 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,618 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,533 |
ARMANINO LLP1 year Service code 10 12657 ALCOSTA BLVD STE 500 · SAN RAMON, CA 94583 | Accounting | $19,950 |
Service code 10 1013 W SAN ANTONIO ST STE 104 · LOCKHART, TX 78644 | Accounting | $12,000 |
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.
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 | $94,722 | $129,227-26.7% | $184,256-48.6% | $77,762+21.8% |
| Participation rate | 65.9% | 87.4%-21.4pp | 86.8%-20.9pp | 70.6%-4.6pp |
| Annual return | 11.64% | 33.24%-21.6pp | 28.85%-17.2pp | 31.27%-19.6pp |
| Employer contribution / active EE | $2,591 | $4,412-41.3% | $6,427-59.7% | $2,728-5.0% |
| Participant deferral / active EE | $5,147 | $7,307-29.6% | $9,133-43.6% | $4,651+10.7% |
| Admin fee / account holder | $470 | $256+83.8% | $13,899-96.6% | $433+8.6% |