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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS .00 LLC Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,921 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA .00 FUTUR Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,150 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $43,902 | $106,230-58.7% | $147,080-70.2% | $77,736-43.5% |
| Participation rate | 88.9% | 78.4%+10.5pp | 82.2%+6.7pp | 70.6%+18.3pp |
| Annual return | 31.88% | 56.91%-25.0pp | 420.17%-388.3pp | 31.26%+0.6pp |
| Employer contribution / active EE | $3,237 | $4,072-20.5% | $4,933-34.4% | $2,728+18.7% |
| Participant deferral / active EE | $6,510 | $8,001-18.6% | $8,066-19.3% | $4,651+40.0% |
| Admin fee / account holder | $142 | $338-58.0% | $12,989-98.9% | $433-67.2% |