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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH TPA SOLUTIONS3 years Filed as: COMMONWEALTH TPA SOLUTIONS, LLC Service code 13 | Contract Administrator | $16,837 |
COMMONWEALTH TPA SOLUTIONS2 years Service code 13 8 COMMONWEALTH DRIVE · MEDFORD, NJ 08055 | Contract Administrator | $13,407 |
KELLI JEAN DAVIS1 year Filed as: KELLI BLOUNT FALK DBA KBFALK PPC Service code 99 20770 HWY 281 N. STE 108-148 · SAN ANTONIO, TX 78258 | Other Fees | $6,000 |
Filed as: EMPOWER ANNUITY INS. COMPANY OF AM. Service code 64 8515 EAST OARCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,401 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,469 | $50,902+158.3% | $155,534-15.5% | $77,736+69.1% |
| Participation rate | 60.5% | 63.1%-2.6pp | 78.2%-17.7pp | 70.6%-10.1pp |
| Annual return | 14.15% | 34.85%-20.7pp | 64.92%-50.8pp | 31.26%-17.1pp |
| Employer contribution / active EE | $1,953 | $1,991-2.0% | $4,675-58.2% | $2,728-28.4% |
| Participant deferral / active EE | $5,371 | $2,824+90.2% | $5,630-4.6% | $4,651+15.5% |
| Admin fee / account holder | $474 | $437+8.5% | $15,900-97.0% | $433+9.4% |