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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,776 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,000 |
DOWNEAST PENSION SERVICES, INC.8+ years Service code 13 41 CAMPUS DR., SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $23,635 |
ALBIN RANDALL & BENNETT6 years Service code 10 130 MIDDLE ST. 3RD FL. · PORTLAND, ME 04101 | Accounting | $0 |
Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $0 |
SAGEPOINT FINANCIAL INC5 years Filed as: SAGEPOINT FINANCIAL INC. Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,829 | $84,000-59.7% | $119,622-71.7% | $77,906-56.6% |
| Participation rate | 92.8% | 77.8%+15.0pp | 79.3%+13.5pp | 73.7%+19.1pp |
| Annual return | -12.01% | -11.59%-0.4pp | -14.98%+3.0pp | 12.16%-24.2pp |
| Employer contribution / active EE | $887 | $2,907-69.5% | $4,232-79.0% | $2,846-68.8% |
| Participant deferral / active EE | $4,045 | $4,705-14.0% | $5,601-27.8% | $4,805-15.8% |
| Admin fee / account holder | $147 | $116+27.0% | $10,328-98.6% | $133+11.0% |