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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $225,447 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $107,293 |
Filed as: DUNBAR BENDER & ZAPF Service code 15 400 HOLIDAY DRIVE SUITE 102 · PITTSBURGH, PA 15220 | Recordkeeping | $9,915 |
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 | $11,509 | $45,000-74.4% | $143,788-92.0% | $77,906-85.2% |
| Participation rate | 73.2% | 66.8%+6.3pp | 80.3%-7.1pp | 73.7%-0.5pp |
| Annual return | -14.37% | 29.03%-43.4pp | -0.03%-14.3pp | 12.16%-26.5pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $2,816 | $3,157-10.8% | $5,638-50.0% | $4,805-41.4% |
| Admin fee / account holder | $96 | $98-2.2% | $14,675-99.3% | $133-27.4% |