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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA GROUP INC Service code 27 3 PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $14,700 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,858 |
PENSION PLAN SPECIALISTS, PC2 years Service code 13 · EIN 26-1570786 | Contract Administrator | $2,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
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 | $37,182 | $86,655-57.1% | $119,622-68.9% | $66,938-44.5% |
| Participation rate | 51.0% | 75.6%-24.6pp | 79.3%-28.3pp | 69.8%-18.8pp |
| Annual return | -17.15% | -8.00%-9.2pp | -14.98%-2.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,953 | $4,358-55.2% | $5,601-65.1% | $4,238-53.9% |
| Admin fee / account holder | $419 | $755-44.5% | $10,328-95.9% | $594-29.4% |