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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) | $10,086 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,196 |
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 | $13,288 | $46,732-71.6% | $156,551-91.5% | $55,167-75.9% |
| Participation rate | 84.0% | 65.8%+18.2pp | 84.0%0pp | 69.0%+15.0pp |
| Annual return | 12.08% | 17.72%-5.6pp | 32.23%-20.1pp | 169.23%-157.2pp |
| Employer contribution / active EE | $523 | $2,105-75.2% | $5,501-90.5% | $1,963-73.4% |
| Participant deferral / active EE | $1,498 | $2,204-32.0% | $4,871-69.2% | $3,054-50.9% |
| Admin fee / account holder | $105 | $418-74.9% | $13,028-99.2% | $504-79.1% |