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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC10+ years Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $83,607 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,330 |
PEERY & ASSOCIATES, INC.3 years Filed as: PEERY & ASSOCIATES, INC Service code 13 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $14,841 |
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 | $94,634 | $58,969+60.5% | $129,406-26.9% | $77,762+21.7% |
| Participation rate | 85.3% | 59.5%+25.9pp | 69.6%+15.7pp | 70.6%+14.7pp |
| Annual return | 13.71% | 24.78%-11.1pp | 9468.18%-9454.5pp | 31.27%-17.6pp |
| Employer contribution / active EE | $2,902 | $1,959+48.2% | $4,155-30.2% | $2,728+6.4% |
| Participant deferral / active EE | $5,714 | $3,224+77.2% | $4,167+37.1% | $4,651+22.9% |
| Admin fee / account holder | $321 | $593-45.9% | $7,689-95.8% | $433-26.0% |