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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $179,164 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $27,704 |
DUNBAR, BENDER & ZAPF, INC.5+ years Service code 37 FRICK BUILDING SUITE 1100 · PITTSBURGH, PA 15219 | Loan Processing | $26,260 |
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.
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 | $11,427 | $47,456-75.9% | $172,755-93.4% | $77,775-85.3% |
| Participation rate | 71.5% | 66.3%+5.2pp | 82.6%-11.1pp | 73.2%-1.7pp |
| Annual return | 16.77% | 35.57%-18.8pp | 802.94%-786.2pp | 32.58%-15.8pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,471 | $2,560-3.5% | $5,198-52.5% | $3,966-37.7% |
| Admin fee / account holder | $91 | $81+12.0% | $13,955-99.4% | $100-9.5% |