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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) | $51,798 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping Fees | $22,851 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $17,048 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,135 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $5,300 |
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 | $225,443 | $58,895+282.8% | $178,503+26.3% | $73,497+206.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.77% | 24.86%-11.1pp | 151.12%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $10,371 | $2,236+363.9% | $5,011+107.0% | $2,270+356.9% |
| Participant deferral / active EE | $14,499 | $2,567+464.8% | $5,202+178.7% | $3,740+287.7% |
| Admin fee / account holder | $543 | $400+35.6% | $13,987-96.1% | $513+5.8% |