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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,158 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,015 |
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 | $55,083 | $82,678-33.4% | $125,391-56.1% | $68,490-19.6% |
| Participation rate | 81.3% | 75.1%+6.3pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -17.06% | -5.97%-11.1pp | 572.41%-589.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $3,787 | $3,382+12.0% | $4,816-21.4% | $2,597+45.8% |
| Participant deferral / active EE | $7,568 | $6,111+23.8% | $7,448+1.6% | $4,028+87.9% |
| Admin fee / account holder | $425 | $6,277-93.2% | $10,009-95.8% | $5,403-92.1% |