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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 | $50,085 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE 860 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,972 |
Filed as: RETIREMENT PLANNING SRVICES Service code 13 PO BOX 3789 · LITTLETON, CO 80161 | Contract Administrator | $2,050 |
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 | $25,029 | $46,173-45.8% | $170,435-85.3% | $69,631-64.1% |
| Participation rate | 49.8% | 63.9%-14.1pp | 83.6%-33.8pp | 70.7%-20.9pp |
| Annual return | 14.85% | 21.62%-6.8pp | 205.94%-191.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $439 | $1,610-72.7% | $5,432-91.9% | $2,032-78.4% |
| Participant deferral / active EE | $1,795 | $2,080-13.7% | $4,939-63.7% | $3,224-44.3% |
| Admin fee / account holder | $153 | $116+31.9% | $13,881-98.9% | $110+38.5% |