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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC8+ years Service code 27 65 MADISON AVE · MORRISTOWN, NJ 07860 | Advisory (Plan) | $19,905 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $14,153 |
PREMIER RETIREMENT PARTNERS4 years Service code 13 · EIN 83-1239374 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $10,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,372 | $84,493-19.1% | $125,381-45.5% | $66,938+2.1% |
| Participation rate | 41.4% | 76.4%-35.0pp | 82.4%-41.0pp | 69.8%-28.4pp |
| Annual return | -17.49% | -8.49%-9.0pp | 572.31%-589.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3 | $3,554-99.9% | $4,815-99.9% | $2,545-99.9% |
| Participant deferral / active EE | $6,027 | $6,783-11.1% | $7,448-19.1% | $4,238+42.2% |
| Admin fee / account holder | $417 | $685-39.2% | $10,007-95.8% | $594-29.8% |