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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,708 |
Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $6,034 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,017 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,642 | $42,909-12.3% | $60,906-38.2% | $68,486-45.0% |
| Participation rate | 92.0% | 66.8%+25.3pp | 73.1%+18.9pp | 67.9%+24.2pp |
| Annual return | -15.61% | -13.99%-1.6pp | 16.94%-32.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $849 | $1,979-57.1% | $2,703-68.6% | $2,597-67.3% |
| Participant deferral / active EE | $4,539 | $2,866+58.4% | $3,814+19.0% | $4,028+12.7% |
| Admin fee / account holder | $162 | $3,104-94.8% | $3,227-95.0% | $5,404-97.0% |