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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) | $50,561 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,400 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 13 6737 W WASHINGTON, #1105 · MILWAUKEE, WI 53214 | Contract Administrator | $23,483 |
SIKICH LLP4+ years Service code 10 17355 GOLF PKWY STE 500 · BROOKFIELD, WI 530451128 | Accounting | $18,000 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,069 | $95,438-32.9% | $135,982-52.9% | $74,473-14.0% |
| Participation rate | 61.0% | 78.2%-17.2pp | 81.9%-20.9pp | 70.7%-9.7pp |
| Annual return | 41.97% | 32.61%+9.4pp | 68.32%-26.4pp | 34.36%+7.6pp |
| Employer contribution / active EE | $1,347 | $3,878-65.3% | $4,859-72.3% | $2,638-48.9% |
| Participant deferral / active EE | $4,682 | $7,790-39.9% | $7,760-39.7% | $4,530+3.3% |
| Admin fee / account holder | $455 | $259+75.7% | $10,767-95.8% | $347+31.1% |