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| Provider | Service type | Compensation |
|---|---|---|
PREMIER RETIREMENT PARTNERS2 years Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WA 537172919 | Contract Administrator | $18,782 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,778 |
Filed as: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR · TAMPA, FL 33607 | Advisory (Plan) | $7,736 |
PREMIER RETIREMENT PARTNERS2 years Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 | Contract Administrator | $1,547 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $773 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $639 |
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.
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 | $18,354 | $59,839-69.3% | $81,988-77.6% | $79,858-77.0% |
| Participation rate | 97.1% | 61.6%+35.5pp | 69.3%+27.9pp | 69.6%+27.5pp |
| Annual return | 10.01% | 17.56%-7.5pp | 41.31%-31.3pp | 31.72%-21.7pp |
| Employer contribution / active EE | $3,530 | $1,713+106.0% | $2,498+41.3% | $2,471+42.9% |
| Participant deferral / active EE | $463 | $2,695-82.8% | $3,722-87.6% | $3,740-87.6% |
| Admin fee / account holder | $502 | $4,287-88.3% | $5,665-91.1% | $5,306-90.5% |