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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,250 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,240 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,577 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $7,546 |
Filed as: ARES RETIREMENT PLAN SERVICES LLC Service code 13 5100 POPLAR AVE SUITE 810 · MEMPHIS, TN 38137 | Contract Administrator | $7,351 |
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 | $28,849 | $46,464-37.9% | $150,298-80.8% | $79,634-63.8% |
| Participation rate | 92.0% | 57.0%+35.1pp | 77.8%+14.3pp | 62.5%+29.6pp |
| Annual return | 8.14% | 27.89%-19.7pp | 62.79%-54.6pp | 36.46%-28.3pp |
| Employer contribution / active EE | $1,844 | $1,512+22.0% | $4,154-55.6% | $2,529-27.1% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $52 | $891-94.2% | $14,116-99.6% | $1,002-94.8% |