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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $19,780 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 455 HICKEY BLVD STE 416 · DALY CITY, CA 94015 | Advisory (Plan) | $10,153 |
ADVISORS INC DBA INDEPENDENT FI1+ years Service code 27 | Advisory (Plan) | $7,305 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,106 |
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 | $38,599 | $88,324-56.3% | $115,038-66.4% | $55,191-30.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 2.19% | 6.30%-4.1pp | 26.14%-24.0pp | 10.78%-8.6pp |
| Employer contribution / active EE | $5,203 | $2,805+85.5% | $4,608+12.9% | $1,899+174.0% |
| Participant deferral / active EE | $6,828 | $5,042+35.4% | $6,026+13.3% | $3,046+124.1% |
| Admin fee / account holder | $86 | $105-17.9% | $8,175-98.9% | $91-4.7% |