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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,016 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,924 |
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 | $35,868 | $71,523-49.9% | $98,461-63.6% | $71,511-49.8% |
| Participation rate | 76.4% | 72.7%+3.7pp | 75.2%+1.3pp | 67.9%+8.5pp |
| Annual return | 18.72% | 32.43%-13.7pp | 21.17%-2.5pp | 28.86%-10.1pp |
| Employer contribution / active EE | $1,659 | $2,399-30.9% | $3,049-45.6% | $2,589-35.9% |
| Participant deferral / active EE | $3,350 | $4,109-18.5% | $4,738-29.3% | $4,291-21.9% |
| Admin fee / account holder | $148 | $1,676-91.2% | $8,961-98.4% | $1,588-90.7% |