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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,651 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE 860 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,800 | $36,916-40.9% | $156,551-86.1% | $57,658-62.2% |
| Participation rate | 45.8% | 63.4%-17.7pp | 84.0%-38.2pp | 70.2%-24.5pp |
| Annual return | 10.86% | 12.38%-1.5pp | 32.23%-21.4pp | 5.13%+5.7pp |
| Employer contribution / active EE | $252 | $1,571-83.9% | $5,501-95.4% | $1,974-87.2% |
| Participant deferral / active EE | $1,478 | $1,926-23.3% | $4,871-69.7% | $3,061-51.7% |
| Admin fee / account holder | $134 | $82+62.4% | $13,028-99.0% | $95+41.7% |