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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 | $51,283-21.7% | $95,759-58.1% | $71,529-43.9% |
| Participation rate | 76.9% | 63.1%+13.8pp | 72.3%+4.7pp | 67.9%+9.0pp |
| Annual return | 15.24% | 25.25%-10.0pp | 28.42%-13.2pp | 28.97%-13.7pp |
| Employer contribution / active EE | $1,848 | $1,817+1.7% | $2,836-34.9% | $2,590-28.7% |
| Participant deferral / active EE | $3,701 | $3,365+10.0% | $4,244-12.8% | $4,291-13.8% |
| Admin fee / account holder | $348 | $1,135-69.3% | $5,678-93.9% | $1,588-78.1% |