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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 33 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Securities brokerage; Other fees | $110,343 |
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $9,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,693 | $102,385+108.7% | $147,080+45.3% | $80,935+164.0% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | 11.56% | 135.09%-123.5pp | 420.17%-408.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $5,362 | $3,717+44.3% | $4,933+8.7% | $2,757+94.5% |
| Participant deferral / active EE | $20,749 | $6,651+212.0% | $8,066+157.2% | $4,299+382.6% |
| Admin fee / account holder | $443 | $7,951-94.4% | $12,989-96.6% | $6,924-93.6% |