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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS. LLC Service code 27 4340 REDWOOD HWY - SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $115,550 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,593 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,882 |
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).
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 | $90,705 | $106,110-14.5% | $147,005-38.3% | $77,671+16.8% |
| Participation rate | 97.9% | 78.4%+19.5pp | 82.2%+15.7pp | 70.6%+27.3pp |
| Annual return | 29.97% | 56.77%-26.8pp | 418.76%-388.8pp | 31.21%-1.2pp |
| Employer contribution / active EE | $6,512 | $4,065+60.2% | $4,934+32.0% | $2,726+138.8% |
| Participant deferral / active EE | $13,944 | $7,992+74.5% | $8,070+72.8% | $4,648+200.0% |
| Admin fee / account holder | $461 | $338+36.6% | $13,006-96.5% | $430+7.2% |