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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $228,275 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $102,056 |
DUNBAR, BENDER & ZAPF, INC.3 years Filed as: DUNBAR BENDER & ZAPF Service code 15 400 HOLIDAY DRIVE SUITE 102 · PITTSBURGH, PA 15220 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,450 | $53,254-72.9% | $155,574-90.7% | $199,921-92.8% |
| Participation rate | 82.7% | 64.1%+18.5pp | 78.2%+4.5pp | 72.0%+10.7pp |
| Annual return | 12.11% | 41.18%-29.1pp | 64.87%-52.8pp | 34.28%-22.2pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,676-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $3,504 | $3,165+10.7% | $5,629-37.8% | $5,089-31.1% |
| Admin fee / account holder | $99 | $186-46.6% | $15,914-99.4% | $269-63.2% |