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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 120 VANTIS · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $89,060 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,475 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICAN CIRCLE · MOBILE, AL 36609 | Contract Administrator | $56,594 |
MARCUM LLP2 years Service code 10 155 S MIAN STREET · PROVIDENCE, RI 02903 | Accounting | $27,810 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 13 PO BOX 54 FRANKLIN SQUARE NY · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $2,487 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,710 | $71,215-24.6% | $93,696-42.7% | $80,935-33.6% |
| Participation rate | 86.0% | 60.4%+25.6pp | 68.7%+17.2pp | 67.7%+18.3pp |
| Annual return | 14.00% | 11.27%+2.7pp | 133.74%-119.7pp | 35.66%-21.7pp |
| Employer contribution / active EE | $16,598 | $1,565+960.5% | $2,422+585.3% | $2,757+502.1% |
| Participant deferral / active EE | $72,916 | $4,037+1706.4% | $4,417+1550.9% | $4,299+1595.9% |
| Admin fee / account holder | $537 | $6,958-92.3% | $8,287-93.5% | $6,924-92.2% |