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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · COLUMBUS, CO 80111 | Recordkeeping Fees | $25,041 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $11,914 |
RPW SOLUTIONS LLC3 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $2,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,461 | $44,398-38.1% | $103,693-73.5% | $65,191-57.9% |
| Participation rate | 31.0% | 54.3%-23.2pp | 72.6%-41.6pp | 63.0%-32.0pp |
| Annual return | 13.28% | 325.62%-312.3pp | 47.61%-34.3pp | 51.24%-38.0pp |
| Employer contribution / active EE | $248 | $1,702-85.4% | $2,920-91.5% | $2,400-89.7% |
| Participant deferral / active EE | $1,070 | $1,797-40.5% | $4,579-76.6% | $2,671-60.0% |
| Admin fee / account holder | $158 | $856-81.5% | $7,858-98.0% | $907-82.6% |