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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,000 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,431 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,817 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: CORNERSTONE RETIREMENT PLAN ADMIN Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Contract Administrator | $450 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,687 | $70,917-18.7% | $98,920-41.7% | $73,493-21.5% |
| Participation rate | 83.9% | 73.8%+10.1pp | 76.0%+7.9pp | 70.7%+13.2pp |
| Annual return | 11.33% | 34.18%-22.8pp | 196.47%-185.1pp | 28.51%-17.2pp |
| Employer contribution / active EE | $975 | $2,037-52.1% | $2,689-63.7% | $2,270-57.0% |
| Participant deferral / active EE | $3,057 | $3,501-12.7% | $4,245-28.0% | $3,740-18.2% |
| Admin fee / account holder | $165 | $535-69.2% | $6,643-97.5% | $513-67.9% |