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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $508,500 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $40,389 |
CIUNI & PANICHI, INC.2+ years Filed as: CIUNI AND PANICHI INC Service code 10 25201 CHAGRIN BLVD STE 200 · BEACHWOOD, OH 44122 | Accounting | $10,511 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $8,687 |
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).
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 | $8,941 | $38,963-77.1% | $71,796-87.5% | $329,111-97.3% |
| Participation rate | 83.9% | 53.8%+30.2pp | 69.1%+14.8pp | 67.9%+16.1pp |
| Annual return | 6.73% | 9.85%-3.1pp | 78.04%-71.3pp | 16.35%-9.6pp |
| Employer contribution / active EE | $133 | $758-82.5% | $1,924-93.1% | $2,303-94.2% |
| Participant deferral / active EE | $917 | $1,286-28.7% | $2,794-67.2% | $3,682-75.1% |
| Admin fee / account holder | $45 | $50-10.8% | $4,815-99.1% | $754-94.0% |