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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) | $64,726 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping Fees | $31,324 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,888 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $11,681 |
PIMCO FUNDS4 years Filed as: EAST CAROLINA ANESTHESIA ASSOCIATES Service code 99 2080 B WEST ARLINGTONBLVD · GREENVILLE, NC 27834 | Other Fees | $8,000 |
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 | $237,468 | $61,172+288.2% | $185,851+27.8% | $79,389+199.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.61% | 19.45%-3.8pp | 122.11%-106.5pp | 116.89%-101.3pp |
| Employer contribution / active EE | $11,266 | $2,321+385.5% | $5,168+118.0% | $2,428+364.0% |
| Participant deferral / active EE | $16,623 | $2,788+496.2% | $5,569+198.5% | $4,046+310.9% |
| Admin fee / account holder | $896 | $710+26.2% | $16,245-94.5% | $626+43.0% |