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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,312 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,004 |
M2B RETIREMENT CONSULTING LLC2+ years Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $4,836 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD VILLAGE ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $731 |
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 | $33,516 | $61,473-45.5% | $81,926-59.1% | $73,412-54.3% |
| Participation rate | 30.4% | 72.4%-42.0pp | 72.0%-41.6pp | 72.2%-41.8pp |
| Annual return | 35.33% | 28.26%+7.1pp | 29.49%+5.8pp | 59.30%-24.0pp |
| Employer contribution / active EE | $755 | $1,898-60.2% | $4,310-82.5% | $2,234-66.2% |
| Participant deferral / active EE | $1,371 | $3,080-55.5% | $7,108-80.7% | $3,806-64.0% |
| Admin fee / account holder | $220 | $125+75.3% | $5,159-95.7% | $158+39.3% |