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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) | $67,136 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,832 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,251 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 95-3207191 | Contract Administrator | $11,480 |
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 | $213,665 | $61,391+248.0% | $149,723+42.7% | $71,529+198.7% |
| Participation rate | 97.9% | 62.5%+35.4pp | 78.8%+19.1pp | 67.9%+30.0pp |
| Annual return | 20.49% | 35.88%-15.4pp | 134.50%-114.0pp | 28.97%-8.5pp |
| Employer contribution / active EE | $11,923 | $2,384+400.2% | $4,821+147.3% | $2,590+360.4% |
| Participant deferral / active EE | $15,352 | $2,921+425.7% | $5,682+170.2% | $4,291+257.7% |
| Admin fee / account holder | $799 | $1,264-36.8% | $13,215-94.0% | $1,588-49.7% |