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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 | $99,875+144.4% | $146,866+66.2% | $86,983+180.7% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 15.04% | 28.10%-13.1pp | 102.85%-87.8pp | 25.83%-10.8pp |
| Employer contribution / active EE | $4,143 | $3,224+28.5% | $4,425-6.4% | $2,584+60.3% |
| Participant deferral / active EE | $16,734 | $6,322+164.7% | $7,759+115.7% | $4,194+299.0% |
| Admin fee / account holder | $582 | $7,838-92.6% | $13,620-95.7% | $7,856-92.6% |