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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) | $25,784 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,184 |
AXIOS ADVISORY GROUP, LTD6 years Filed as: AXIOS ADVISORY GROUP LTD Service code 13 115 VIP DR STE 120 · WEXFORD, PA 15090 | Contract Administrator | $9,073 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,711 |
Filed as: GRANITE PEAK DEVELOPMENT MANAGEMENT Service code 99 1300 VENTURE WAY STE 200 · CASPER, WY 82609 | Other Fees | $1,279 |
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.
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 | $37,443 | $101,653-63.2% | $147,080-74.5% | $74,459-49.7% |
| Participation rate | 32.4% | 75.6%-43.1pp | 82.2%-49.8pp | 67.2%-34.8pp |
| Annual return | 14.49% | 8754.98%-8740.5pp | 420.17%-405.7pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $1,541 | $3,813-59.6% | $4,933-68.8% | $2,626-41.3% |
| Participant deferral / active EE | $2,368 | $7,304-67.6% | $8,066-70.6% | $4,350-45.6% |
| Admin fee / account holder | $370 | $1,752-78.9% | $12,989-97.2% | $1,945-81.0% |