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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 RODWOOD HWY · SAN RAFEAL, CA 94903 | Advisory (Plan) | $30,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8315 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,162 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $6,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $4,323 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,200 | $80,781+4.2% | $102,437-17.8% | $74,478+13.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.43% | 27.58%-17.1pp | 24.95%-14.5pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $11,291 | $3,160+257.3% | $3,871+191.7% | $2,626+329.9% |
| Participant deferral / active EE | $1,387 | $3,862-64.1% | $5,060-72.6% | $4,350-68.1% |
| Admin fee / account holder | $254 | $2,372-89.3% | $8,388-97.0% | $1,946-86.9% |