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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $35,625 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $15,352 |
CARON & BLETZER, PLLC2+ years Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $6,886 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,412 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,684 | $55,453+115.8% | $170,435-29.8% | $62,293+92.1% |
| Participation rate | 95.7% | 66.4%+29.4pp | 83.6%+12.1pp | 69.5%+26.2pp |
| Annual return | 15.58% | 21.38%-5.8pp | 205.94%-190.4pp | 28.90%-13.3pp |
| Employer contribution / active EE | $4,313 | $2,164+99.3% | $5,432-20.6% | $2,042+111.2% |
| Participant deferral / active EE | $5,643 | $2,303+145.0% | $4,939+14.2% | $3,169+78.0% |
| Admin fee / account holder | $265 | $455-41.7% | $13,881-98.1% | $479-44.7% |