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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,148 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,228 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,159 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,174 | $50,919-13.2% | $155,556-71.6% | $77,762-43.2% |
| Participation rate | 35.7% | 63.1%-27.3pp | 78.2%-42.5pp | 70.6%-34.8pp |
| Annual return | 10.35% | 34.84%-24.5pp | 64.84%-54.5pp | 31.27%-20.9pp |
| Employer contribution / active EE | $485 | $1,991-75.6% | $4,675-89.6% | $2,728-82.2% |
| Participant deferral / active EE | $2,017 | $2,824-28.6% | $5,631-64.2% | $4,651-56.6% |
| Admin fee / account holder | $171 | $437-60.8% | $15,885-98.9% | $433-60.4% |