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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2 years Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047 | Recordkeeping | $59,175 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $25,745 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,452 | $47,278-94.8% | $124,693-98.0% | $93,010-97.4% |
| Participation rate | 90.6% | 51.1%+39.6pp | 74.6%+16.0pp | 73.9%+16.7pp |
| Annual return | 49.18% | 15.27%+33.9pp | 5144.19%-5095.0pp | 158.70%-109.5pp |
| Employer contribution / active EE | $0 | $937-100.0% | $3,324-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $1,374 | $1,786-23.1% | $4,615-70.2% | $4,561-69.9% |
| Admin fee / account holder | $24 | $108-77.4% | $7,494-99.7% | $152-83.9% |