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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY, SUIT B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $40,377 |
Filed as: CONCIERGE RETIREMENT SERVICES, INC Service code 13 7 RYE RIDGE PLAZA #404 · RYE BROOK, NY 10573 | Contract Administrator | $13,113 |
Filed as: CONCIERGE RETIREMENT SERVICES, INC. Service code 13 · EIN 13-2945975 7 RYE RIDGE PLAZA #404 · RYE BROOK, NY 10573 | Contract Administrator | $13,113 |
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $6,028 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,461 |
Service code 64 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,748 | $60,454-11.1% | $81,844-34.3% | $74,459-27.8% |
| Participation rate | 69.6% | 63.0%+6.7pp | 72.4%-2.7pp | 67.2%+2.4pp |
| Annual return | 16.80% | 16.87%-0.1pp | 778.87%-762.1pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $780 | $2,630-70.4% | $2,916-73.3% | $2,626-70.3% |
| Participant deferral / active EE | $6,110 | $3,398+79.8% | $4,323+41.3% | $4,350+40.5% |
| Admin fee / account holder | $356 | $1,490-76.1% | $7,355-95.2% | $1,945-81.7% |