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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,542 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63,826 |
Service code 55 880 CARILON PARKWAY · ST PETERSBERG, FL 33716 | Other Commissions | $41,177 |
Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $9,039 |
THE BOSWORTH COMPANY, LTD3+ years Service code 25 · EIN 75-1012121 | Directed Trustee | $5,078 |
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).
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 | $60,362 | $60,545-0.3% | $92,240-34.6% | $69,631-13.3% |
| Participation rate | 89.7% | 72.2%+17.6pp | 76.5%+13.2pp | 70.7%+19.0pp |
| Annual return | 13.66% | 19.71%-6.1pp | 176.29%-162.6pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $1,783 | $2,633-32.3% | $3,680-51.6% | $2,032-12.3% |
| Participant deferral / active EE | $4,054 | $2,828+43.4% | $3,897+4.0% | $3,224+25.8% |
| Admin fee / account holder | $466 | $145+221.9% | $5,194-91.0% | $110+322.0% |