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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,215 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70,791 |
Service code 55 880 CARILON PARKWAY · ST PETERSBERG, FL 33716 | Other Commissions | $45,714 |
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 | $9,394 |
THE BOSWORTH COMPANY, LTD4+ years Service code 25 · EIN 75-1012121 | Directed Trustee | $6,439 |
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 | $53,726 | $56,443-4.8% | $83,831-35.9% | $55,725-3.6% |
| Participation rate | 90.3% | 72.0%+18.3pp | 76.1%+14.2pp | 70.9%+19.5pp |
| Annual return | -6.06% | 393.67%-399.7pp | 850.99%-857.0pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,748 | $2,682-34.8% | $3,631-51.9% | $2,078-15.9% |
| Participant deferral / active EE | $4,220 | $2,965+42.3% | $4,082+3.4% | $3,356+25.8% |
| Admin fee / account holder | $486 | $156+211.1% | $5,479-91.1% | $115+322.0% |