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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC8+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,307 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $20,180 |
COMPENSATION SYSTEMS, INC.7 years Filed as: COMPENSATION SYSTEMS, INC Service code 13 | Contract Administrator | $6,432 |
COMPENSATION SYSTEMS, INC.8+ years Service code 13 · EIN 35-1277460 | Contract Administrator | $1,450 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,079 | $148,978-46.2% | $200,582-60.1% | $84,808-5.6% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 10.66% | 28.16%-17.5pp | 42.33%-31.7pp | 40.90%-30.2pp |
| Employer contribution / active EE | $2,993 | $4,815-37.8% | $6,419-53.4% | $2,631+13.8% |
| Participant deferral / active EE | $3,917 | $7,142-45.2% | $9,331-58.0% | $4,212-7.0% |
| Admin fee / account holder | $193 | $13,977-98.6% | $16,305-98.8% | $7,344-97.4% |