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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,496 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,298 |
AXIOS ADVISORY GROUP, LTD5 years Filed as: AXIOS ADVISORY GROUP LTD Service code 13 115 VIP DR STE 120 · WEXFORD, PA 15090 | Contract Administrator | $8,965 |
Service code 27 24 E COTA ST 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,694 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,672 | $95,438-71.0% | $135,982-79.7% | $74,473-62.8% |
| Participation rate | 30.8% | 78.2%-47.4pp | 81.9%-51.2pp | 70.7%-40.0pp |
| Annual return | 22.74% | 32.61%-9.9pp | 68.32%-45.6pp | 34.36%-11.6pp |
| Employer contribution / active EE | $1,354 | $3,878-65.1% | $4,859-72.1% | $2,638-48.7% |
| Participant deferral / active EE | $2,144 | $7,790-72.5% | $7,760-72.4% | $4,530-52.7% |
| Admin fee / account holder | $236 | $259-8.7% | $10,767-97.8% | $347-31.9% |