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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC7+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,125 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $35,302 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $9,978 |
CARON & BLETZER, PLLC7+ years Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $9,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,736 | $65,092+146.9% | $143,799+11.8% | $66,938+140.1% |
| Participation rate | 74.7% | 65.2%+9.5pp | 80.3%-5.6pp | 69.8%+4.9pp |
| Annual return | -17.59% | -11.14%-6.5pp | -0.04%-17.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $4,575 | $2,362+93.7% | $4,952-7.6% | $2,545+79.8% |
| Participant deferral / active EE | $6,134 | $2,920+110.1% | $5,638+8.8% | $4,238+44.7% |
| Admin fee / account holder | $630 | $502+25.4% | $14,677-95.7% | $594+6.1% |