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| 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 | $89,093-25.7% | $102,434-35.4% | $77,736-14.9% |
| Participation rate | 73.9% | 80.9%-7.0pp | 76.5%-2.6pp | 70.6%+3.3pp |
| Annual return | 11.81% | 25.03%-13.2pp | 29.46%-17.6pp | 31.26%-19.4pp |
| Employer contribution / active EE | $1,035 | $2,699-61.7% | $3,023-65.8% | $2,728-62.1% |
| Participant deferral / active EE | $2,700 | $5,147-47.5% | $5,055-46.6% | $4,651-41.9% |
| Admin fee / account holder | $207 | $236-12.1% | $9,462-97.8% | $433-52.1% |