Filed November 1, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $15,782 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,114 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $7,891 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,546 | $60,261+20.4% | $81,783-11.3% | $74,546-2.7% |
| Participation rate | 37.0% | 62.9%-25.8pp | 72.4%-35.3pp | 67.2%-30.2pp |
| Annual return | 11.70% | 16.88%-5.2pp | 775.05%-763.4pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,076 | $3,388-9.2% | $4,320-28.8% | $4,347-29.3% |
| Admin fee / account holder | $307 | $1,482-79.3% | $7,380-95.8% | $1,944-84.2% |