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| Provider | Service type | Compensation |
|---|---|---|
CANTOR FITZGERALD1+ years Filed as: CANTOR FITZGERLAD WEALTH PARTNER Service code 27 499 PARK AVENUE, 6TH FLOOR · NEW YORK, NY 10022 | Advisory (Plan) | $17,135 |
METRO BENEFITS, INC.1+ years Service code 13 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $9,002 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,347 |
WILKINSON & DETER1+ years Service code 10 · EIN 25-1897882 322 NADONA AVENUE · JOHNSTOWN, PA 15904 | Accounting | $5,665 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $58,607 | $39,245+49.3% | $64,105-8.6% | $52,331+12.0% |
| Participation rate | 46.8% | 58.2%-11.5pp | 68.2%-21.4pp | 68.1%-21.3pp |
| Annual return | -2.76% | 14.79%-17.6pp | 791.24%-794.0pp | 4.54%-7.3pp |
| Employer contribution / active EE | $856 | $736+16.3% | $1,820-53.0% | $1,882-54.5% |
| Participant deferral / active EE | $1,914 | $1,992-3.9% | $2,822-32.2% | $3,022-36.7% |
| Admin fee / account holder | $306 | $592-48.4% | $4,499-93.2% | $592-48.3% |