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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 | $101,591+15.9% | $147,096-20.0% | $74,429+58.1% |
| Participation rate | 91.6% | 75.5%+16.1pp | 82.2%+9.4pp | 67.2%+24.4pp |
| Annual return | 110.14% | 8746.45%-8636.3pp | 419.75%-309.6pp | 1368.38%-1258.2pp |
| Employer contribution / active EE | $2,491 | $3,813-34.7% | $4,936-49.5% | $2,625-5.1% |
| Participant deferral / active EE | $8,038 | $7,302+10.1% | $8,071-0.4% | $4,348+84.9% |
| Admin fee / account holder | $200 | $1,750-88.6% | $13,005-98.5% | $1,944-89.7% |