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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,375 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $11,678 |
CARON & BLETZER, PLLC3+ years Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $7,074 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,950 |
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 | $111,657 | $47,977+132.7% | $154,111-27.5% | $56,287+98.4% |
| Participation rate | 98.1% | 66.2%+31.9pp | 83.0%+15.0pp | 69.9%+28.2pp |
| Annual return | -5.47% | 3.54%-9.0pp | 735.18%-740.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $4,857 | $2,169+124.0% | $5,298-8.3% | $2,111+130.1% |
| Participant deferral / active EE | $6,452 | $2,392+169.8% | $5,081+27.0% | $3,350+92.6% |
| Admin fee / account holder | $255 | $438-41.8% | $13,411-98.1% | $521-51.0% |