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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $2,707 |
ROCKY MOUNTAIN EMPLOYEE BENEFITS1+ years Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047 | Recordkeeping | $840 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,444 | $42,548-82.5% | $74,552-90.0% | $56,287-86.8% |
| Participation rate | 26.7% | 60.5%-33.8pp | 69.1%-42.5pp | 69.9%-43.2pp |
| Annual return | -2.43% | 12.40%-14.8pp | 32.53%-35.0pp | -9.96%+7.5pp |
| Employer contribution / active EE | $599 | $855-30.0% | $1,961-69.5% | $2,111-71.6% |
| Participant deferral / active EE | $837 | $2,277-63.2% | $3,108-73.1% | $3,350-75.0% |
| Admin fee / account holder | $67 | $467-85.6% | $5,060-98.7% | $521-87.1% |