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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Participants) | $35,983 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 17 · EIN 39-0859910 | Pension Consulting | $4,552 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $3,624 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $1,900 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1455663 | Investment Management | $51 |
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.)
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 | $33,796 | $56,503-40.2% | $70,098-51.8% | $64,814-47.9% |
| Participation rate | 45.4% | 70.5%-25.0pp | 70.5%-25.1pp | 71.5%-26.0pp |
| Annual return | -16.50% | -13.44%-3.1pp | 190.76%-207.3pp | 32.84%-49.3pp |
| Employer contribution / active EE | $967 | $2,046-52.8% | $2,560-62.2% | $2,507-61.4% |
| Participant deferral / active EE | $2,031 | $3,389-40.1% | $3,849-47.2% | $4,310-52.9% |
| Admin fee / account holder | $303 | $160+89.1% | $6,266-95.2% | $188+61.5% |