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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,080 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 | Contract Administrator | $22,780 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,384 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: BENCHMARK RETIREMENT PLAN SERVICES, Service code 13 2215 PLANK ROAD · FREDERICKSBURG, VA 22401 | Contract Administrator | $4,600 |
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 | $43,040 | $106,110-59.4% | $147,005-70.7% | $77,671-44.6% |
| Participation rate | 84.1% | 78.4%+5.7pp | 82.2%+1.9pp | 70.6%+13.5pp |
| Annual return | 0.00% | 56.77%-56.8pp | 418.76%-418.8pp | 31.21%-31.2pp |
| Employer contribution / active EE | $2,974 | $4,065-26.8% | $4,934-39.7% | $2,726+9.1% |
| Participant deferral / active EE | $8,493 | $7,992+6.3% | $8,070+5.2% | $4,648+82.7% |
| Admin fee / account holder | $189 | $338-44.0% | $13,006-98.5% | $430-56.0% |