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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME STREET STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $97,817 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,118 |
C-BEN GROUP4 years Service code 13 · EIN 85-1191330 | Contract Administrator | $55,449 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 | Contract Administrator | $95 |
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 | $119,010 | $45,126+163.7% | $85,187+39.7% | $74,459+59.8% |
| Participation rate | 52.4% | 49.4%+3.0pp | 67.5%-15.2pp | 67.2%-14.9pp |
| Annual return | 15.73% | 26.30%-10.6pp | 66.67%-50.9pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $3,386 | $1,460+131.9% | $2,732+23.9% | $2,626+28.9% |
| Participant deferral / active EE | $4,705 | $2,738+71.8% | $4,525+4.0% | $4,350+8.2% |
| Admin fee / account holder | $1,260 | $2,212-43.0% | $6,162-79.5% | $1,945-35.2% |