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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 33 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Securities brokerage; Other fees | $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 | $106,524+129.2% | $152,301+60.3% | $87,485+179.1% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.4%+16.1pp | 68.9%+29.6pp |
| Annual return | 15.04% | 26.89%-11.9pp | 80.50%-65.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $4,143 | $3,371+22.9% | $4,624-10.4% | $2,596+59.6% |
| Participant deferral / active EE | $16,734 | $6,525+156.5% | $8,004+109.1% | $4,274+291.6% |
| Admin fee / account holder | $582 | $8,287-93.0% | $14,398-96.0% | $7,775-92.5% |