Filed May 5, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $39,503 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,280 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,970 |
PEAK RETIREMENT GROUP2 years Filed as: PEAK RETIRMENT GROUP DBA TG BENEFIT Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $15,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,614 | $66,486+69.4% | $81,370+38.4% | $77,762+44.8% |
| Participation rate | 98.1% | 68.7%+29.4pp | 69.5%+28.5pp | 70.6%+27.5pp |
| Annual return | 12.04% | 15.95%-3.9pp | 24.85%-12.8pp | 31.27%-19.2pp |
| Employer contribution / active EE | $6,460 | $2,158+199.4% | $2,464+162.2% | $2,728+136.8% |
| Participant deferral / active EE | $6,771 | $3,677+84.2% | $3,885+74.3% | $4,651+45.6% |
| Admin fee / account holder | $320 | $586-45.3% | $5,749-94.4% | $433-26.0% |