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| Provider | Service type | Compensation |
|---|---|---|
UNIGLOBAL PENSION PLANNING, INC.2+ years Service code 13 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Contract Administrator | $10,680 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,142 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,077 | $59,467-59.5% | $93,727-74.3% | $74,478-67.7% |
| Participation rate | 99.1% | 59.6%+39.4pp | 68.7%+30.3pp | 67.2%+31.8pp |
| Annual return | 17.04% | 82.14%-65.1pp | 133.83%-116.8pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $2,006 | $1,267+58.4% | $2,421-17.2% | $2,626-23.6% |
| Participant deferral / active EE | $3,629 | $3,052+18.9% | $4,417-17.8% | $4,350-16.6% |
| Admin fee / account holder | $72 | $3,028-97.6% | $8,292-99.1% | $1,946-96.3% |