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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,275 |
Service code 55 880 CARILON PARKWAY · ST PETERSBERG, FL 33716 | Other Commissions | $35,649 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,287 |
THE BOSWORTH COMPANY, LTD2+ years Service code 25 · EIN 75-1012121 | Directed Trustee | $17,744 |
Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 13 | Contract Administrator | $10,239 |
Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $9,463 |
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).
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 | $49,160 | $57,921-15.1% | $84,753-42.0% | $57,658-14.7% |
| Participation rate | 93.7% | 72.9%+20.7pp | 76.6%+17.1pp | 70.2%+23.4pp |
| Annual return | 5.38% | 10.24%-4.9pp | 22.78%-17.4pp | 5.13%+0.2pp |
| Employer contribution / active EE | $1,505 | $2,598-42.1% | $3,574-57.9% | $1,974-23.7% |
| Participant deferral / active EE | $3,851 | $2,742+40.5% | $3,712+3.8% | $3,061+25.8% |
| Admin fee / account holder | $335 | $130+158.4% | $5,333-93.7% | $95+254.6% |