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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,336 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,501 |
NATIONAL BENEFIT SERVICES, LLC1+ years Service code 13 430 W 7TH ST, STE 219494 · KANSAS CITY, MO 641051407 | Contract Administrator | $4,610 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,195 |
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 | $62,868 | $55,458+13.4% | $76,030-17.3% | $77,762-19.2% |
| Participation rate | 33.8% | 63.6%-29.8pp | 69.1%-35.3pp | 70.6%-36.8pp |
| Annual return | 13.98% | 17.10%-3.1pp | 361.54%-347.6pp | 31.27%-17.3pp |
| Employer contribution / active EE | $523 | $1,792-70.8% | $2,688-80.5% | $2,728-80.8% |
| Participant deferral / active EE | $2,226 | $3,454-35.6% | $4,257-47.7% | $4,651-52.1% |
| Admin fee / account holder | $356 | $411-13.4% | $6,421-94.5% | $433-17.8% |