Filed March 31, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BPAS ACTUARIAL & PENSION SERVICES10+ years Filed as: BPAS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Contract Administrator | $58,903 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $43,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,297 | $38,165+26.5% | $189,758-74.5% | $69,255-30.3% |
| Participation rate | 41.9% | 66.7%-24.8pp | 79.8%-37.9pp | 69.0%-27.2pp |
| Annual return | 12.79% | 14.65%-1.9pp | 52.62%-39.8pp | 26.73%-13.9pp |
| Employer contribution / active EE | $922 | $1,589-42.0% | $4,767-80.7% | $2,645-65.1% |
| Participant deferral / active EE | $1,117 | $2,073-46.1% | $5,856-80.9% | $2,890-61.4% |
| Admin fee / account holder | $258 | $714-63.9% | $20,388-98.7% | $733-64.8% |