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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38,195 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,082 |
COMPENSATION SYSTEMS, INC.2 years Filed as: COMPENSATION SYSTEMS INC Service code 13 · EIN 35-1277460 900 E 96TH ST STE 325 · INDIANAPOLIS, IA 46240 | Contract Administrator | $26,604 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,581 | $89,808-54.8% | $100,383-59.6% | $77,671-47.8% |
| Participation rate | 74.5% | 81.2%-6.7pp | 81.5%-7.0pp | 70.6%+3.9pp |
| Annual return | 21.34% | 20.62%+0.7pp | 49.26%-27.9pp | 31.21%-9.9pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,944-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,669 | $8,284-7.4% | $8,086-5.2% | $4,648+65.0% |
| Admin fee / account holder | $318 | $174+82.3% | $7,900-96.0% | $430-26.1% |