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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,959 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,774 |
Filed as: UNIGLOBAL PENSION PLANNING INC Service code 13 | Contract Administrator | $10,421 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,067 |
Filed as: UNIGLOBAL PENSION PLANNING, IN. Service code 13 4114 LEGATO RD · FAIRFAX, VA 22033 | Contract Administrator | $4,275 |
Service code 27 24 W 40TH ST · NEW YORK, NY 10018 | Advisory (Plan) | $2,459 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,074 | $101,591-41.9% | $147,096-59.8% | $74,429-20.6% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | 12.25% | 8746.45%-8734.2pp | 419.75%-407.5pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $3,825 | $3,813+0.3% | $4,936-22.5% | $2,625+45.7% |
| Participant deferral / active EE | $7,859 | $7,302+7.6% | $8,071-2.6% | $4,348+80.7% |
| Admin fee / account holder | $242 | $1,750-86.2% | $13,005-98.1% | $1,944-87.5% |