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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,454 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $40,919 |
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 | $58,776 | $155,795-62.3% | $136,298-56.9% | $69,631-15.6% |
| Participation rate | 99.2% | 75.2%+24.0pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 30.25% | 232464.33%-232434.1pp | 5156.27%-5126.0pp | 27571.02%-27540.8pp |
| Employer contribution / active EE | $7,293 | $2,991+143.8% | $4,696+55.3% | $2,032+258.9% |
| Participant deferral / active EE | $9,958 | $5,394+84.6% | $6,247+59.4% | $3,224+208.9% |
| Admin fee / account holder | $205 | $128+59.8% | $9,244-97.8% | $110+85.6% |