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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,797 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,428 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,557 |
PENTEGRA SERVICES, INC.6 years Filed as: PENTEGRA SERVICES INC. Service code 13 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $4,430 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,413 | $106,110-51.5% | $147,005-65.0% | $77,671-33.8% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 15.70% | 56.77%-41.1pp | 418.76%-403.1pp | 31.21%-15.5pp |
| Employer contribution / active EE | $2,007 | $4,065-50.6% | $4,934-59.3% | $2,726-26.4% |
| Participant deferral / active EE | $6,786 | $7,992-15.1% | $8,070-15.9% | $4,648+46.0% |
| Admin fee / account holder | $212 | $338-37.3% | $13,006-98.4% | $430-50.8% |