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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,809 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $57,590 |
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 | $71,847 | $88,122-18.5% | $141,177-49.1% | $67,579+6.3% |
| Participation rate | 98.2% | 76.5%+21.8pp | 82.5%+15.7pp | 71.3%+26.9pp |
| Annual return | 32.12% | 75.40%-43.3pp | 71.40%-39.3pp | 378.56%-346.4pp |
| Employer contribution / active EE | $6,815 | $3,224+111.4% | $4,736+43.9% | $2,148+217.3% |
| Participant deferral / active EE | $10,015 | $5,958+68.1% | $6,710+49.3% | $3,539+183.0% |
| Admin fee / account holder | $133 | $131+1.8% | $10,263-98.7% | $142-6.3% |