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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 16 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Consulting | $43,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 27 · EIN 04-2647786 | Advisory (Plan) | $38,450 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,087 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,687 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,631 | $129,227-22.9% | $184,260-45.9% | $77,736+28.2% |
| Participation rate | 90.0% | 87.4%+2.7pp | 86.8%+3.2pp | 70.6%+19.5pp |
| Annual return | 15.31% | 33.24%-17.9pp | 28.84%-13.5pp | 31.26%-15.9pp |
| Employer contribution / active EE | $1,286 | $4,412-70.9% | $6,427-80.0% | $2,728-52.9% |
| Participant deferral / active EE | $3,671 | $7,307-49.8% | $9,133-59.8% | $4,651-21.1% |
| Admin fee / account holder | $319 | $256+24.9% | $13,898-97.7% | $433-26.3% |