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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 33 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other fees; Securities brokerage | $114,761 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,644 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,137 | $106,864+128.5% | $147,318+65.7% | $82,637+195.4% |
| Participation rate | 98.6% | 75.5%+23.0pp | 82.1%+16.5pp | 68.1%+30.5pp |
| Annual return | 15.04% | 27.49%-12.5pp | 70.43%-55.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $4,143 | $3,417+21.2% | $4,593-9.8% | $2,552+62.3% |
| Participant deferral / active EE | $16,734 | $6,496+157.6% | $7,906+111.7% | $4,126+305.6% |
| Admin fee / account holder | $582 | $8,415-93.1% | $13,708-95.8% | $7,339-92.1% |