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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC8+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,727 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $11,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,301 | $45,000-26.0% | $143,757-76.8% | $77,904-57.3% |
| Participation rate | 27.5% | 66.8%-39.4pp | 80.3%-52.9pp | 73.7%-46.2pp |
| Annual return | -15.34% | 29.03%-44.4pp | -0.04%-15.3pp | 12.21%-27.5pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,453 | $3,157-54.0% | $5,637-74.2% | $4,806-69.8% |
| Admin fee / account holder | $55 | $98-44.5% | $14,673-99.6% | $133-58.8% |