Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,336 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,501 |
NATIONAL BENEFIT SERVICES, LLC1+ years Service code 13 430 W 7TH ST, STE 219494 · KANSAS CITY, MO 641051407 | Contract Administrator | $4,610 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,868 | $55,482+13.3% | $76,051-17.3% | $77,692-19.1% |
| Participation rate | 33.8% | 63.7%-29.9pp | 69.1%-35.3pp | 70.6%-36.8pp |
| Annual return | 13.98% | 17.09%-3.1pp | 360.42%-346.4pp | 31.25%-17.3pp |
| Employer contribution / active EE | $523 | $1,792-70.8% | $2,690-80.5% | $2,726-80.8% |
| Participant deferral / active EE | $2,226 | $3,455-35.6% | $4,257-47.7% | $4,648-52.1% |
| Admin fee / account holder | $356 | $407-12.6% | $6,416-94.5% | $431-17.3% |