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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,549 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $48,050 |
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 | $53,248 | $75,388-29.4% | $123,552-56.9% | $55,725-4.4% |
| Participation rate | 98.4% | 75.7%+22.8pp | 82.3%+16.1pp | 70.9%+27.6pp |
| Annual return | -2.33% | 4.48%-6.8pp | 119.20%-121.5pp | 244.93%-247.3pp |
| Employer contribution / active EE | $6,167 | $3,063+101.3% | $4,628+33.3% | $2,078+196.8% |
| Participant deferral / active EE | $8,992 | $5,651+59.1% | $6,426+39.9% | $3,356+168.0% |
| Admin fee / account holder | $127 | $120+5.8% | $9,285-98.6% | $115+10.0% |