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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) | $63,317 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,050 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,497 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 95-3207191 | Contract Administrator | $12,665 |
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 | $205,955 | $65,125+216.2% | $143,797+43.2% | $66,949+207.6% |
| Participation rate | 99.3% | 65.2%+34.1pp | 80.3%+19.0pp | 69.8%+29.5pp |
| Annual return | -15.64% | -11.13%-4.5pp | -0.04%-15.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $12,950 | $2,362+448.2% | $4,952+161.5% | $2,545+408.8% |
| Participant deferral / active EE | $18,098 | $2,920+519.7% | $5,638+221.0% | $4,239+326.9% |
| Admin fee / account holder | $964 | $503+91.9% | $14,679-93.4% | $594+62.5% |