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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $35,625 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,552 |
CARON & BLETZER, PLLC4+ years Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $7,575 |
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 | $146,041 | $52,961+175.7% | $172,752-15.5% | $65,185+124.0% |
| Participation rate | 93.2% | 66.2%+27.0pp | 82.6%+10.5pp | 70.2%+23.0pp |
| Annual return | 19.50% | 30.12%-10.6pp | 802.97%-783.5pp | 29.38%-9.9pp |
| Employer contribution / active EE | $4,818 | $2,190+120.0% | $5,144-6.3% | $2,177+121.4% |
| Participant deferral / active EE | $6,338 | $2,471+156.5% | $5,198+21.9% | $3,514+80.4% |
| Admin fee / account holder | $246 | $472-47.9% | $13,955-98.2% | $847-71.0% |