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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 51 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 94903 | Investment Mgmt Fees | $17,211 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $14,507 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP INC Service code 15 · EIN 04-2530412 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Recordkeeping | $11,827 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,816 | $39,819-75.3% | $67,834-85.5% | $57,658-83.0% |
| Participation rate | 97.6% | 61.2%+36.3pp | 68.8%+28.8pp | 70.2%+27.3pp |
| Annual return | 4.45% | 9.19%-4.7pp | 138.47%-134.0pp | 5.13%-0.7pp |
| Employer contribution / active EE | $510 | $1,277-60.1% | $2,403-78.8% | $1,974-74.2% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $68 | $84-18.5% | $4,622-98.5% | $95-27.9% |