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 |
|---|---|---|
BPAS7+ years Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Contract Administrator | $51,043 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $29,208 |
ALPHA PENSION GROUP, INC.5 years Filed as: ALPHA PENSION GROUP Service code 27 70 WESTVIEW STREET · LEXINGTON, MA 02421 | Advisory (Plan) | $6,591 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,187 | $46,332-26.2% | $143,797-76.2% | $64,824-47.3% |
| Participation rate | 38.4% | 64.2%-25.9pp | 80.3%-42.0pp | 71.5%-33.1pp |
| Annual return | -14.57% | -10.05%-4.5pp | -0.04%-14.5pp | 32.84%-47.4pp |
| Employer contribution / active EE | $664 | $1,911-65.2% | $4,952-86.6% | $2,507-73.5% |
| Participant deferral / active EE | $1,000 | $2,647-62.2% | $5,638-82.3% | $4,311-76.8% |
| Admin fee / account holder | $256 | $154+66.5% | $14,679-98.3% | $188+36.4% |