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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 64 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Recordkeeping Fees | $24,028 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,622 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,325 | $106,230-64.9% | $147,080-74.6% | $77,736-52.0% |
| Participation rate | 55.0% | 78.4%-23.4pp | 82.2%-27.2pp | 70.6%-15.6pp |
| Annual return | 30.76% | 56.91%-26.1pp | 420.17%-389.4pp | 31.26%-0.5pp |
| Employer contribution / active EE | $2,591 | $4,072-36.4% | $4,933-47.5% | $2,728-5.0% |
| Participant deferral / active EE | $5,225 | $8,001-34.7% | $8,066-35.2% | $4,651+12.3% |
| Admin fee / account holder | $175 | $338-48.2% | $12,989-98.6% | $433-59.5% |