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| Provider | Service type | Compensation |
|---|---|---|
SHUSTER ADVISORY GROUP, LLC2 years Filed as: SHUSTER ADVISORY GROUP LLC Service code 27 225 S LAKE AVE STE 600 · PASADENA, CA 91101 | Advisory (Plan) | $38,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,172 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,760 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,615 | $64,176+61.5% | $112,263-7.7% | $66,949+54.8% |
| Participation rate | 66.5% | 68.4%-2.0pp | 75.1%-8.6pp | 69.8%-3.3pp |
| Annual return | -17.59% | -13.80%-3.8pp | 27.49%-45.1pp | 1.57%-19.2pp |
| Employer contribution / active EE | $2,329 | $3,007-22.6% | $3,636-36.0% | $2,545-8.5% |
| Participant deferral / active EE | $7,370 | $3,694+99.5% | $4,729+55.8% | $4,239+73.9% |
| Admin fee / account holder | $387 | $626-38.1% | $6,410-94.0% | $594-34.7% |