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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $58,634 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,800 |
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $2,982 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,630 | $86,940+85.9% | $102,434+57.8% | $80,935+99.7% |
| Participation rate | 83.1% | 72.4%+10.7pp | 76.5%+6.6pp | 67.7%+15.5pp |
| Annual return | 18.33% | 18.89%-0.6pp | 29.46%-11.1pp | 35.66%-17.3pp |
| Employer contribution / active EE | $1,987 | $2,370-16.2% | $3,023-34.3% | $2,757-27.9% |
| Participant deferral / active EE | $10,487 | $4,121+154.5% | $5,055+107.5% | $4,299+143.9% |
| Admin fee / account holder | $651 | $8,047-91.9% | $9,462-93.1% | $6,924-90.6% |