Filed February 1, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,206 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,909 |
Filed as: ANGELL PENSION GROUP, LLC Service code 13 | Contract Administrator | $12,703 |
Filed as: ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,829 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,452 | $79,223+38.2% | $102,460+6.8% | $74,478+47.0% |
| Participation rate | 78.9% | 74.8%+4.1pp | 76.5%+2.4pp | 67.2%+11.6pp |
| Annual return | 13.97% | 54.98%-41.0pp | 29.47%-15.5pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $4,966 | $2,363+110.1% | $3,025+64.2% | $2,626+89.1% |
| Participant deferral / active EE | $7,545 | $4,417+70.8% | $5,056+49.2% | $4,350+73.4% |
| Admin fee / account holder | $466 | $2,003-76.7% | $9,460-95.1% | $1,946-76.1% |