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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,000 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CORNERSTONE RETIREMENT PLAN ADMIN. Service code 13 | Contract Administrator | $4,357 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CORNERSTONE RETIREMENT PLAN ADMIN Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Contract Administrator | $825 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping Fees | $678 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,288 | $47,977-13.9% | $154,108-73.2% | $56,289-26.6% |
| Participation rate | 48.6% | 66.2%-17.5pp | 83.0%-34.4pp | 69.9%-21.2pp |
| Annual return | -5.23% | 3.54%-8.8pp | 735.21%-740.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $676 | $2,169-68.9% | $5,298-87.2% | $2,111-68.0% |
| Participant deferral / active EE | $1,695 | $2,392-29.1% | $5,081-66.6% | $3,350-49.4% |
| Admin fee / account holder | $8 | $438-98.2% | $13,411-99.9% | $521-98.5% |