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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,546 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $3,461 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,759 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,727 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,441 | $80,985+77.1% | $96,576+48.5% | $75,181+90.8% |
| Participation rate | 80.7% | 71.8%+8.9pp | 76.0%+4.7pp | 67.2%+13.5pp |
| Annual return | 25.09% | 27.05%-2.0pp | 25.87%-0.8pp | 160.69%-135.6pp |
| Employer contribution / active EE | $1,978 | $2,282-13.4% | $2,965-33.3% | $2,671-25.9% |
| Participant deferral / active EE | $10,529 | $3,929+168.0% | $4,851+117.1% | $4,126+155.2% |
| Admin fee / account holder | $542 | $6,719-91.9% | $8,253-93.4% | $5,650-90.4% |