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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 | $107,421+127.3% | $182,262+33.9% | $94,015+159.7% |
| Participation rate | 98.6% | 77.8%+20.8pp | 84.2%+14.3pp | 70.8%+27.7pp |
| Annual return | 15.04% | 21.32%-6.3pp | 140.60%-125.6pp | 17.84%-2.8pp |
| Employer contribution / active EE | $4,143 | $3,448+20.2% | $5,046-17.9% | $2,790+48.5% |
| Participant deferral / active EE | $16,734 | $6,558+155.2% | $8,276+102.2% | $4,249+293.8% |
| Admin fee / account holder | $582 | $8,692-93.3% | $16,712-96.5% | $8,951-93.5% |