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| Provider | Service type | Compensation |
|---|---|---|
ROCKY MOUNTAIN EMPLOYEE BENEFITS3+ years Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047 | Recordkeeping | $5,755 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $5,333 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,842 | $64,286-76.9% | $90,965-83.7% | $73,412-79.8% |
| Participation rate | 24.0% | 63.6%-39.6pp | 69.0%-45.0pp | 72.2%-48.2pp |
| Annual return | 16.17% | 21.46%-5.3pp | 134.57%-118.4pp | 59.30%-43.1pp |
| Employer contribution / active EE | $541 | $895-39.5% | $2,122-74.5% | $2,234-75.8% |
| Participant deferral / active EE | $678 | $2,453-72.4% | $3,373-79.9% | $3,806-82.2% |
| Admin fee / account holder | $135 | $287-52.9% | $5,960-97.7% | $158-14.4% |