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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,675 |
RPW SOLUTIONS LLC1+ years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $39,353 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,177 |
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,961 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $17,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,673 | $122,128-58.5% | $147,080-65.5% | $199,960-74.7% |
| Participation rate | 80.0% | 78.2%+1.8pp | 82.2%-2.2pp | 72.0%+8.0pp |
| Annual return | 83.28% | 30.58%+52.7pp | 420.17%-336.9pp | 34.28%+49.0pp |
| Employer contribution / active EE | $1,826 | $4,093-55.4% | $4,933-63.0% | $3,036-39.8% |
| Participant deferral / active EE | $4,501 | $8,484-46.9% | $8,066-44.2% | $5,087-11.5% |
| Admin fee / account holder | $115 | $180-35.8% | $12,989-99.1% | $269-57.2% |