Filed December 3, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS .00 LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,567 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,767 |
Filed as: M2B RETIREMENT CONSULTING .00 LLC A Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,880 | $46,697+6.8% | $117,529-57.6% | $68,490-27.2% |
| Participation rate | 78.2% | 56.8%+21.4pp | 70.6%+7.6pp | 67.9%+10.3pp |
| Annual return | -13.82% | -14.52%+0.7pp | 29.77%-43.6pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,655 | $1,506+10.0% | $4,179-60.4% | $2,597-36.2% |
| Participant deferral / active EE | $3,329 | $2,637+26.2% | $4,072-18.2% | $4,028-17.3% |
| Admin fee / account holder | $220 | $4,023-94.5% | $5,645-96.1% | $5,403-95.9% |