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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $34,711 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,759 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $13,510 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,019 | $36,002+27.8% | $161,489-71.5% | $64,728-28.9% |
| Participation rate | 76.6% | 57.4%+19.2pp | 78.7%-2.1pp | 57.9%+18.7pp |
| Annual return | 13.17% | 33.93%-20.8pp | 89.72%-76.6pp | 49.38%-36.2pp |
| Employer contribution / active EE | $3,113 | $1,380+125.6% | $4,268-27.1% | $2,243+38.8% |
| Participant deferral / active EE | $3,835 | $1,815+111.3% | $5,630-31.9% | $2,729+40.5% |
| Admin fee / account holder | $244 | $931-73.7% | $16,006-98.5% | $1,145-78.7% |