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| Provider | Service type | Compensation |
|---|---|---|
TPG FINANCIAL ADVISORS, LLC4 years Service code 27 11850 SW 67TH AVE STE 100 · PORTLAND, OR 97223 | Advisory (Plan) | $52,582 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,531 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,856 |
PENSION PLAN SPECIALISTS, PC8 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $12,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $120,521 | $101,653+18.6% | $147,080-18.1% | $74,459+61.9% |
| Participation rate | 55.6% | 75.6%-20.0pp | 82.2%-26.6pp | 67.2%-11.7pp |
| Annual return | 13.25% | 8754.98%-8741.7pp | 420.17%-406.9pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $3,045 | $3,813-20.1% | $4,933-38.3% | $2,626+16.0% |
| Participant deferral / active EE | $5,027 | $7,304-31.2% | $8,066-37.7% | $4,350+15.6% |
| Admin fee / account holder | $896 | $1,752-48.8% | $12,989-93.1% | $1,945-53.9% |