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| Provider | Service type | Compensation |
|---|---|---|
GARCIA & ORTIZ, P.A.4 years Service code 10 · EIN 59-3410694 | Accounting | $14,500 |
ALTIUM WEALTH MANAGEMENT LLC5 years Filed as: ALTIUM WEALTH MANAGEMENT, LLC Service code 26 · EIN 27-2941375 | Advisory (Participants) | $9,064 |
PENSION BENEFIT CONSULTANTS4 years Filed as: PENSION BENEFIT CONSULTANTS, INC. Service code 13 · EIN 06-1594840 | Contract Administrator | $6,020 |
RPCG, LLC1 year Filed as: RPCG LLC Service code 13 | Contract Administrator | $3,160 |
Filed as: EMPOWER ANNUITY INSURANCE CO.. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,969 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $679 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,565 | $76,107-54.6% | $96,576-64.2% | $71,495-51.7% |
| Participation rate | 34.3% | 74.4%-40.1pp | 76.0%-41.7pp | 67.9%-33.6pp |
| Annual return | 14.72% | 22.81%-8.1pp | 25.87%-11.2pp | 28.85%-14.1pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,684 | $4,218-60.1% | $4,851-65.3% | $4,291-60.7% |
| Admin fee / account holder | $359 | $2,708-86.8% | $8,253-95.7% | $1,588-77.4% |