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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,552 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,847 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $5,069 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,559 |
Service code 13 · EIN 39-1974154 6737 W WASHINGTON, SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $2,025 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,695 | $101,672+15.8% | $147,117-20.0% | $74,478+58.0% |
| Participation rate | 91.6% | 75.5%+16.1pp | 82.2%+9.4pp | 67.2%+24.4pp |
| Annual return | 110.14% | 8757.83%-8647.7pp | 420.54%-310.4pp | 1370.56%-1260.4pp |
| Employer contribution / active EE | $2,491 | $3,813-34.7% | $4,932-49.5% | $2,626-5.1% |
| Participant deferral / active EE | $8,038 | $7,305+10.0% | $8,065-0.3% | $4,350+84.8% |
| Admin fee / account holder | $200 | $1,753-88.6% | $12,993-98.5% | $1,946-89.7% |