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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $47,282 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $17,368 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $15,365 |
PIMCO FUNDS2 years Filed as: EAST CAROLINA ANESTHESIA ASSOCIATES Service code 99 2080 B WEST ARLINGTON BLVD · GREENVILLE, NC 97834 | Other Fees | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,301 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,741 | $52,967+311.1% | $172,753+26.0% | $65,186+234.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.98% | 30.12%-11.1pp | 803.00%-784.0pp | 29.39%-10.4pp |
| Employer contribution / active EE | $13,253 | $2,190+505.1% | $5,144+157.6% | $2,177+508.8% |
| Participant deferral / active EE | $15,044 | $2,471+508.8% | $5,198+189.4% | $3,514+328.1% |
| Admin fee / account holder | $312 | $472-33.9% | $13,956-97.8% | $847-63.2% |