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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,100 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,378 |
ELMORE, HUPP & COMPANY, PLC10+ years Filed as: ELMORE, HUPP & COMPANY Service code 10 · EIN 54-1440048 | Accounting | $26,200 |
Filed as: WELLTH ADVISORY SERVICES Service code 27 · EIN 99-2539506 | Advisory (Plan) | $17,000 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 50 100 FOUNTAIN PARKWAY · ST. PETERSBURG, FL 337161205 | Direct Payment | $691 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,535 | $50,534+235.5% | $213,469-20.6% | $64,340+163.5% |
| Participation rate | 90.7% | 46.3%+44.4pp | 77.1%+13.6pp | 55.2%+35.4pp |
| Annual return | 3.58% | 38.98%-35.4pp | 20.58%-17.0pp | 24.14%-20.6pp |
| Employer contribution / active EE | $5,929 | $1,419+317.7% | $4,994+18.7% | $1,862+218.5% |
| Participant deferral / active EE | $2,953 | $2,901+1.8% | $6,841-56.8% | $2,980-0.9% |
| Admin fee / account holder | $744 | $4,263-82.5% | $27,141-97.3% | $3,703-79.9% |