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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,500 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,973 |
CARON & BLETZER, PLLC5+ years Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,198 | $58,888+194.1% | $178,499-3.0% | $73,493+135.7% |
| Participation rate | 91.1% | 66.2%+24.9pp | 81.9%+9.2pp | 70.7%+20.5pp |
| Annual return | 17.94% | 24.86%-6.9pp | 151.10%-133.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $4,831 | $2,236+116.0% | $5,011-3.6% | $2,270+112.8% |
| Participant deferral / active EE | $6,746 | $2,568+162.7% | $5,202+29.7% | $3,740+80.4% |
| Admin fee / account holder | $215 | $400-46.3% | $13,986-98.5% | $513-58.1% |