Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,725 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,354 |
Filed as: LARSON ALLEN LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $18,900 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,455 | $79,223-33.8% | $102,460-48.8% | $74,478-29.6% |
| Participation rate | 53.7% | 74.8%-21.0pp | 76.5%-22.8pp | 67.2%-13.5pp |
| Annual return | 11.84% | 54.98%-43.1pp | 29.47%-17.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $1,770 | $2,363-25.1% | $3,025-41.5% | $2,626-32.6% |
| Participant deferral / active EE | $3,370 | $4,417-23.7% | $5,056-33.3% | $4,350-22.5% |
| Admin fee / account holder | $515 | $2,003-74.3% | $9,460-94.6% | $1,946-73.5% |