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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 | $78,483-53.7% | $106,201-65.8% | $74,546-51.3% |
| Participation rate | 85.5% | 72.8%+12.7pp | 75.3%+10.2pp | 67.2%+18.3pp |
| Annual return | 16.40% | 15.94%+0.5pp | 116.26%-99.9pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $1,305 | $2,522-48.3% | $3,170-58.8% | $2,624-50.3% |
| Participant deferral / active EE | $3,251 | $4,320-24.7% | $5,012-35.1% | $4,347-25.2% |
| Admin fee / account holder | $151 | $2,236-93.3% | $11,039-98.6% | $1,944-92.2% |