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| Provider | Service type | Compensation |
|---|---|---|
MGROUP2 years Service code 17 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Pension Consulting | $31,355 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $15,581 |
Service code 13 · EIN 26-3465772 | Contract Administrator | $13,603 |
Filed as: GREAT WEST LIFE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $10,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,149 | $55,449-65.5% | $83,831-77.2% | $56,289-66.0% |
| Participation rate | 54.0% | 68.0%-14.0pp | 76.1%-22.1pp | 69.9%-15.9pp |
| Annual return | -13.05% | -1.38%-11.7pp | 850.99%-864.0pp | -9.96%-3.1pp |
| Employer contribution / active EE | $11,874 | $2,430+388.6% | $3,631+227.0% | $2,111+462.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $436 | $656-33.5% | $5,479-92.0% | $521-16.2% |