Filed March 24, 2021 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,643 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $7,600 |
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLAND, TX 77380 | Contract Administrator | $7,484 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,486 |
Filed as: EMPOWER ANNUITY ISN CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,744 | $65,061-42.0% | $143,757-73.7% | $66,914-43.6% |
| Participation rate | 77.3% | 65.2%+12.1pp | 80.3%-3.0pp | 69.8%+7.5pp |
| Annual return | -12.83% | -11.14%-1.7pp | -0.04%-12.8pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,753 | $2,361-25.8% | $4,951-64.6% | $2,544-31.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $27 | $502-94.6% | $14,673-99.8% | $593-95.5% |