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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $30,670 |
ADP BROKER-DEALER1 year Filed as: AUTOMATIC DATA PROCESSING INC DBA A Service code 99 ONE ADP DRIVE MS-100 · AGUSTA, GA 30909 | Other Fees | $29,969 |
MOSS ADAMS LLP1 year Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $12,765 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,688 |
ADP BROKER-DEALER1 year Filed as: AUTOMATIC DATA PROCESSING INC Service code 64 ONE ADP DRIVE MS-100 · AGUSTA, GA 30909 | Recordkeeping Fees | $1,135 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $164,401 | $41,467+296.5% | $67,313+144.2% | $55,725+195.0% |
| Participation rate | 77.2% | 62.5%+14.7pp | 69.1%+8.1pp | 70.9%+6.3pp |
| Annual return | -3.86% | 0.82%-4.7pp | -4.08%+0.2pp | 244.93%-248.8pp |
| Employer contribution / active EE | $6,277 | $1,316+376.8% | $2,566+144.6% | $2,078+202.0% |
| Participant deferral / active EE | $9,228 | $2,399+284.6% | $3,568+158.6% | $3,356+175.0% |
| Admin fee / account holder | $327 | $102+220.6% | $4,507-92.7% | $115+184.0% |