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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC8 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $100,591 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,486 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,580 |
HOLTZMAN PARTNERS, LLP6 years Filed as: HOLTZMAN PARTNERS LLP Service code 10 1710 W 6TH ST · AUSTIN, TX 78703 | Accounting | $10,500 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,496 | $91,406-8.7% | $130,062-35.8% | $74,473+12.1% |
| Participation rate | 63.0% | 77.8%-14.8pp | 78.5%-15.5pp | 70.7%-7.7pp |
| Annual return | 16.67% | 23.21%-6.5pp | -137.37%+154.0pp | 34.36%-17.7pp |
| Employer contribution / active EE | $2,450 | $2,565-4.5% | $4,322-43.3% | $2,638-7.1% |
| Participant deferral / active EE | $4,809 | $4,724+1.8% | $5,821-17.4% | $4,530+6.2% |
| Admin fee / account holder | $365 | $283+28.7% | $10,601-96.6% | $347+5.1% |