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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,764 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $65,737 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,383 | $127,481-41.7% | $149,730-50.3% | $90,274-17.6% |
| Participation rate | 98.0% | 78.2%+19.8pp | 82.5%+15.6pp | 73.4%+24.7pp |
| Annual return | 23.10% | 57.78%-34.7pp | 276.70%-253.6pp | 53.97%-30.9pp |
| Employer contribution / active EE | $3,119 | $3,448-9.5% | $4,645-32.9% | $2,523+23.6% |
| Participant deferral / active EE | $9,064 | $6,975+29.9% | $6,843+32.5% | $4,231+114.3% |
| Admin fee / account holder | $125 | $152-17.7% | $9,310-98.7% | $114+9.4% |