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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,627 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $15,367 |
DEFINTI, LLC2 years Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $7,628 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,816 | $84,493-58.8% | $125,381-72.2% | $66,938-48.0% |
| Participation rate | 92.2% | 76.4%+15.8pp | 82.4%+9.9pp | 69.8%+22.4pp |
| Annual return | -15.11% | -8.49%-6.6pp | 572.31%-587.4pp | 1.58%-16.7pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,809 | $6,783+0.4% | $7,448-8.6% | $4,238+60.6% |
| Admin fee / account holder | $315 | $685-54.1% | $10,007-96.9% | $594-47.0% |