Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $38,094 |
DUNBAR, BENDER & ZAPF, INC.4+ years Service code 37 FRICK BUILDING SUITE 1100 · PITTSBURGH, PA 15219 | Loan Processing | $30,450 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $18,388 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $9,282 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,151 | $45,382-75.4% | $154,111-92.8% | $75,289-85.2% |
| Participation rate | 75.8% | 65.9%+9.9pp | 83.0%-7.3pp | 72.4%+3.3pp |
| Annual return | -5.22% | -0.47%-4.7pp | 735.18%-740.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,349 | $2,384-1.4% | $5,081-53.8% | $3,739-37.2% |
| Admin fee / account holder | $20 | $89-77.1% | $13,411-99.8% | $102-80.0% |