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 | $60,504+19.9% | $81,882-11.4% | $74,478-2.6% |
| Participation rate | 37.0% | 62.9%-25.9pp | 72.4%-35.4pp | 67.2%-30.2pp |
| Annual return | 11.70% | 16.91%-5.2pp | 779.47%-767.8pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,076 | $3,400-9.5% | $4,323-28.9% | $4,350-29.3% |
| Admin fee / account holder | $307 | $1,492-79.4% | $7,360-95.8% | $1,946-84.2% |