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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.
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 | $53,204-72.8% | $155,556-90.7% | $200,096-92.8% |
| Participation rate | 82.7% | 64.1%+18.6pp | 78.2%+4.4pp | 72.0%+10.6pp |
| Annual return | 12.11% | 41.02%-28.9pp | 64.84%-52.7pp | 34.26%-22.2pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $3,504 | $3,163+10.8% | $5,631-37.8% | $5,090-31.2% |
| Admin fee / account holder | $99 | $186-46.7% | $15,885-99.4% | $269-63.2% |