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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,285 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,329 |
ACUFF & ASSOCIATES, INC.2+ years Filed as: ACUFF & ASSOCIATES INC Service code 13 320 SEVEN SPRINGS WAY STE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $14,117 |
Filed as: ARES RETIREMENT PLAN SERVICES LLC Service code 99 5100 POPLAR AVE. STE 810 · MEMPHIS, TN 38137 | Other Fees | $8,305 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,395 | $47,135-44.0% | $149,717-82.4% | $74,440-64.5% |
| Participation rate | 81.5% | 63.4%+18.1pp | 78.8%+2.7pp | 70.7%+10.7pp |
| Annual return | 29.30% | 22.75%+6.5pp | 134.41%-105.1pp | 34.37%-5.1pp |
| Employer contribution / active EE | $1,045 | $1,906-45.2% | $4,820-78.3% | $2,638-60.4% |
| Participant deferral / active EE | $8,353 | $2,728+206.1% | $5,682+47.0% | $4,529+84.4% |
| Admin fee / account holder | $137 | $343-59.9% | $13,213-99.0% | $348-60.5% |