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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $187,904 |
401K ADVISORS INC1 year Filed as: 401K ADMIN MANAGEMENT PROGRAM, INC Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $123,259 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $121,372 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $80,581 | $80,5810% | $694,382-88.4% | $80,5810% |
| Participation rate | 37.1% | 37.1%0pp | 77.1%-40.1pp | 37.1%0pp |
| Annual return | 15.90% | 12.72%+3.2pp | 9.66%+6.2pp | 12.72%+3.2pp |
| Employer contribution / active EE | $1,506 | $1,5060% | $25,660-94.1% | $1,5060% |
| Participant deferral / active EE | $4,379 | $3,166+38.3% | $1,431+206.0% | $3,166+38.3% |
| Admin fee / account holder | $512 | $5120% | $15,543-96.7% | $5120% |