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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 | $58,859+60.8% | $129,397-26.9% | $77,714+21.8% |
| Participation rate | 85.3% | 59.3%+26.0pp | 69.6%+15.7pp | 70.6%+14.7pp |
| Annual return | 13.71% | 24.74%-11.0pp | 9453.98%-9440.3pp | 31.26%-17.5pp |
| Employer contribution / active EE | $2,902 | $1,952+48.6% | $4,154-30.1% | $2,727+6.4% |
| Participant deferral / active EE | $5,714 | $3,215+77.7% | $4,167+37.1% | $4,649+22.9% |
| Admin fee / account holder | $321 | $591-45.7% | $7,679-95.8% | $433-26.0% |