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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,375 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $15,590 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,013 |
CARON & BLETZER, PLLC1+ years Service code 27 51 CHURCH STREET · KINGSTON, NH 03848 | Advisory (Plan) | $6,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,785 | $46,732+115.7% | $156,551-35.6% | $55,167+82.7% |
| Participation rate | 97.6% | 65.8%+31.8pp | 84.0%+13.6pp | 69.0%+28.6pp |
| Annual return | 7.29% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $4,175 | $2,105+98.3% | $5,501-24.1% | $1,963+112.7% |
| Participant deferral / active EE | $5,539 | $2,204+151.3% | $4,871+13.7% | $3,054+81.4% |
| Admin fee / account holder | $192 | $418-54.0% | $13,028-98.5% | $504-61.8% |