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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $217,753 |
Filed as: PRIME PENSIONS, INC. Service code 13 25B VREELAND ROAD SUITE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $91,560 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,226 |
TAYLOR SECURITIES5 years Filed as: J TAYLOR & ASSOCIATES LLC Service code 10 4800 OVERTON PLAZA STE 360 · FORTH WORTH, TX 76109 | Accounting | $33,216 |
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 | $83,055 | $50,151+65.6% | $149,696-44.5% | $80,157+3.6% |
| Participation rate | 83.3% | 64.3%+19.1pp | 78.8%+4.6pp | 72.9%+10.4pp |
| Annual return | 17.69% | 29.80%-12.1pp | 134.46%-116.8pp | 40.39%-22.7pp |
| Employer contribution / active EE | $727 | $1,867-61.0% | $4,821-84.9% | $2,977-75.6% |
| Participant deferral / active EE | $6,048 | $3,194+89.3% | $5,682+6.4% | $5,015+20.6% |
| Admin fee / account holder | $344 | $153+125.2% | $13,212-97.4% | $145+137.1% |