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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) | $27,403 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,119 |
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 | $62,561 | $93,617-33.2% | $135,982-54.0% | $75,177-16.8% |
| Participation rate | 84.1% | 75.2%+8.9pp | 81.9%+2.2pp | 67.2%+16.9pp |
| Annual return | 17.00% | 30.89%-13.9pp | 68.32%-51.3pp | 160.75%-143.7pp |
| Employer contribution / active EE | $4,245 | $3,538+20.0% | $4,859-12.6% | $2,671+58.9% |
| Participant deferral / active EE | $8,520 | $6,406+33.0% | $7,760+9.8% | $4,126+106.5% |
| Admin fee / account holder | $405 | $6,980-94.2% | $10,767-96.2% | $5,651-92.8% |