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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,981 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,801 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,170 | $51,244-70.4% | $80,977-81.3% | $55,167-72.5% |
| Participation rate | 94.0% | 71.7%+22.3pp | 75.8%+18.2pp | 69.0%+25.0pp |
| Annual return | 21.51% | 17.39%+4.1pp | 17.11%+4.4pp | 169.23%-147.7pp |
| Employer contribution / active EE | $2,307 | $1,770+30.3% | $3,715-37.9% | $1,963+17.5% |
| Participant deferral / active EE | $4,096 | $4,418-7.3% | $5,696-28.1% | $3,054+34.1% |
| Admin fee / account holder | $167 | $398-58.1% | $5,517-97.0% | $504-66.9% |