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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 | Advisory (Plan) | $35,371 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $26,558 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 | Contract Administrator | $15,235 |
Filed as: EMPOWER ADVISORY ASSETS GROUP, LLC Service code 28 | Investment Management | $13,123 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,144 | $51,315-21.8% | $95,733-58.1% | $71,476-43.8% |
| Participation rate | 76.9% | 63.0%+13.9pp | 72.3%+4.7pp | 67.9%+9.0pp |
| Annual return | 15.24% | 25.26%-10.0pp | 28.37%-13.1pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,848 | $1,819+1.6% | $2,835-34.8% | $2,589-28.6% |
| Participant deferral / active EE | $3,701 | $3,358+10.2% | $4,244-12.8% | $4,290-13.7% |
| Admin fee / account holder | $348 | $1,137-69.4% | $5,673-93.9% | $1,587-78.1% |