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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $73,912 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,430 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 13 6737 W WASHINGTON, #1105 · MILWAUKEE, WI 53214 | Contract Administrator | $24,831 |
SIKICH LLP5+ years Service code 10 17355 GOLF PKWY STE 500 · BROOKFIELD, WI 530451128 | Accounting | $17,889 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,272 | $106,264-27.3% | $147,117-47.5% | $77,762-0.6% |
| Participation rate | 58.8% | 78.4%-19.6pp | 82.2%-23.4pp | 70.6%-11.8pp |
| Annual return | 24.51% | 56.94%-32.4pp | 420.54%-396.0pp | 31.27%-6.8pp |
| Employer contribution / active EE | $1,202 | $4,074-70.5% | $4,932-75.6% | $2,728-55.9% |
| Participant deferral / active EE | $3,254 | $8,003-59.3% | $8,065-59.7% | $4,651-30.0% |
| Admin fee / account holder | $589 | $334+76.1% | $12,993-95.5% | $433+36.0% |