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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPAN Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,493 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $37,444 |
PDM, LLP1 year Filed as: PDM LLP Service code 10 3460 TORRANCE BLVD STE 200 · TORRANCE, CA 90503 | Accounting | $25,000 |
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 | $44,231 | $101,672-56.5% | $147,117-69.9% | $74,478-40.6% |
| Participation rate | 77.6% | 75.5%+2.0pp | 82.2%-4.6pp | 67.2%+10.4pp |
| Annual return | 34.32% | 8757.83%-8723.5pp | 420.54%-386.2pp | 1370.56%-1336.2pp |
| Employer contribution / active EE | $2,596 | $3,813-31.9% | $4,932-47.4% | $2,626-1.2% |
| Participant deferral / active EE | $9,304 | $7,305+27.4% | $8,065+15.4% | $4,350+113.9% |
| Admin fee / account holder | $458 | $1,753-73.9% | $12,993-96.5% | $1,946-76.5% |