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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 455 HICKEY BLVD STE 416 · DALY CITY, CA 94015 | Advisory (Plan) | $9,913 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,998 |
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 | $14,753 | $46,360-68.2% | $147,617-90.0% | $52,331-71.8% |
| Participation rate | 77.1% | 64.9%+12.2pp | 84.6%-7.5pp | 68.1%+9.0pp |
| Annual return | -1.71% | 1.62%-3.3pp | 61.98%-63.7pp | 4.54%-6.2pp |
| Employer contribution / active EE | $336 | $2,126-84.2% | $5,564-94.0% | $1,882-82.1% |
| Participant deferral / active EE | $1,155 | $2,258-48.8% | $4,895-76.4% | $3,022-61.8% |
| Admin fee / account holder | $133 | $766-82.7% | $11,612-98.9% | $592-77.6% |