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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 455 HICKEY BLVD, STE 416 · DALY CITY, CA 94015 | Advisory (Plan) | $68,926 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,604 |
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 | $65,003 | $155,795-58.3% | $136,298-52.3% | $69,631-6.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 21.89% | 232464.33%-232442.4pp | 5156.27%-5134.4pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $9,515 | $2,991+218.1% | $4,696+102.6% | $2,032+368.2% |
| Participant deferral / active EE | $9,463 | $5,394+75.4% | $6,247+51.5% | $3,224+193.5% |
| Admin fee / account holder | $174 | $128+35.4% | $9,244-98.1% | $110+57.2% |