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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 | $51,878-47.1% | $68,368-59.8% | $79,634-65.5% |
| Participation rate | 31.0% | 53.7%-22.7pp | 73.8%-42.7pp | 62.5%-31.4pp |
| Annual return | 13.28% | 137.43%-124.1pp | 292.57%-279.3pp | 36.46%-23.2pp |
| Employer contribution / active EE | $248 | $1,931-87.2% | $2,649-90.6% | $2,529-90.2% |
| Participant deferral / active EE | $1,070 | $2,577-58.5% | $4,123-74.1% | $3,835-72.1% |
| Admin fee / account holder | $158 | $942-83.2% | $5,150-96.9% | $1,002-84.2% |