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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,233 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CT 80111 | Investment Management | $7,697 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 72 | Other investment fees and expenses | $0 |
Filed as: GWFS EQUITIES INC Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,820 | $78,636-17.6% | $105,607-38.6% | $74,459-12.9% |
| Participation rate | 62.3% | 72.8%-10.4pp | 75.3%-12.9pp | 67.2%-4.9pp |
| Annual return | 18.93% | 15.96%+3.0pp | 116.11%-97.2pp | 1369.70%-1350.8pp |
| Employer contribution / active EE | $2,533 | $2,523+0.4% | $3,167-20.0% | $2,626-3.5% |
| Participant deferral / active EE | $4,678 | $4,322+8.2% | $5,011-6.6% | $4,350+7.6% |
| Admin fee / account holder | $303 | $2,220-86.4% | $10,958-97.2% | $1,945-84.4% |