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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETREMENT PARTNERS LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $32,511 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,930 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL NEW ENGLAND, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $5,030 |
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 | $37,443 | $61,356-39.0% | $149,696-75.0% | $71,511-47.6% |
| Participation rate | 69.9% | 62.5%+7.3pp | 78.8%-8.9pp | 67.9%+1.9pp |
| Annual return | 26.37% | 35.86%-9.5pp | 134.46%-108.1pp | 28.86%-2.5pp |
| Employer contribution / active EE | $4,046 | $2,382+69.9% | $4,821-16.1% | $2,589+56.3% |
| Participant deferral / active EE | $3,254 | $2,920+11.5% | $5,682-42.7% | $4,291-24.2% |
| Admin fee / account holder | $237 | $1,263-81.3% | $13,212-98.2% | $1,588-85.1% |