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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,586 |
NFP RETIREMENT INC2+ years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $13,411 |
FLEXPATH STRATEGIES, LLC2+ years Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS STE400 · ALISO VIEJO, CA 92656 | Other Fees | $2,319 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,586 | $64,517-40.2% | $81,438-52.6% | $80,874-52.3% |
| Participation rate | 77.5% | 63.9%+13.6pp | 69.5%+8.0pp | 67.6%+9.8pp |
| Annual return | 2.21% | 16.35%-14.1pp | 24.74%-22.5pp | 35.62%-33.4pp |
| Employer contribution / active EE | $1,852 | $1,982-6.5% | $2,460-24.7% | $2,756-32.8% |
| Participant deferral / active EE | $3,483 | $3,096+12.5% | $3,883-10.3% | $4,297-18.9% |
| Admin fee / account holder | $378 | $5,677-93.3% | $5,764-93.4% | $6,935-94.5% |