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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,278 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,786 | $46,732-76.9% | $156,551-93.1% | $55,167-80.4% |
| Participation rate | 33.3% | 65.8%-32.5pp | 84.0%-50.7pp | 69.0%-35.7pp |
| Annual return | 9.41% | 17.72%-8.3pp | 32.23%-22.8pp | 169.23%-159.8pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $530 | $2,204-76.0% | $4,871-89.1% | $3,054-82.6% |
| Admin fee / account holder | $209 | $418-50.0% | $13,028-98.4% | $504-58.5% |