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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 455 HICKEY BLVD STE 416 · DALY CITY, CA 94015 | Advisory (Plan) | $49,972 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,460 |
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 | $50,272 | $80,177-37.3% | $123,894-59.4% | $57,658-12.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 10.07% | 17.90%-7.8pp | 47.52%-37.4pp | 5.13%+4.9pp |
| Employer contribution / active EE | $8,663 | $2,913+197.4% | $4,617+87.6% | $1,974+338.9% |
| Participant deferral / active EE | $8,770 | $5,130+71.0% | $5,984+46.6% | $3,061+186.6% |
| Admin fee / account holder | $142 | $106+33.3% | $8,357-98.3% | $95+50.0% |