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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 | $39,766-30.9% | $66,674-58.8% | $71,012-61.3% |
| Participation rate | 31.0% | 47.7%-16.6pp | 73.7%-42.6pp | 58.6%-27.5pp |
| Annual return | 13.28% | 181.39%-168.1pp | 321.24%-308.0pp | 37.67%-24.4pp |
| Employer contribution / active EE | $248 | $1,503-83.5% | $2,620-90.5% | $2,348-89.4% |
| Participant deferral / active EE | $1,070 | $1,868-42.7% | $4,084-73.8% | $3,246-67.0% |
| Admin fee / account holder | $158 | $1,097-85.6% | $5,098-96.9% | $1,167-86.5% |