Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC. Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $41,698 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,526 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,156 | $89,123-25.8% | $102,460-35.4% | $77,762-14.9% |
| Participation rate | 73.9% | 80.9%-7.0pp | 76.5%-2.6pp | 70.6%+3.3pp |
| Annual return | 11.81% | 25.05%-13.2pp | 29.47%-17.7pp | 31.27%-19.5pp |
| Employer contribution / active EE | $1,035 | $2,700-61.7% | $3,025-65.8% | $2,728-62.1% |
| Participant deferral / active EE | $2,700 | $5,148-47.5% | $5,056-46.6% | $4,651-41.9% |
| Admin fee / account holder | $207 | $236-12.1% | $9,460-97.8% | $433-52.1% |