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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $29,133 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,633 |
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 | $36,334 | $78,607-53.8% | $105,624-65.6% | $74,478-51.2% |
| Participation rate | 85.5% | 72.8%+12.7pp | 75.3%+10.2pp | 67.2%+18.3pp |
| Annual return | 16.40% | 15.96%+0.4pp | 116.20%-99.8pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $1,305 | $2,523-48.3% | $3,168-58.8% | $2,626-50.3% |
| Participant deferral / active EE | $3,251 | $4,325-24.8% | $5,013-35.1% | $4,350-25.3% |
| Admin fee / account holder | $151 | $2,220-93.2% | $10,961-98.6% | $1,946-92.3% |