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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 8055 E TUFTS AVE, SUITE 1000 · DENVER, CO 80237 | Advisory (Participants) | $97,054 |
AT RETIREMENT SERVICES, LLC1+ years Service code 50 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Direct Payment | $38,308 |
Service code 14 · EIN 93-2789379 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 15222 | Plan Administrator | $18,126 |
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.
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 | $23,456 | $122,585-80.9% | $184,256-87.3% | $200,096-88.3% |
| Participation rate | 47.5% | 86.9%-39.4pp | 86.8%-39.3pp | 72.0%-24.5pp |
| Annual return | 69.97% | 144.12%-74.1pp | 28.85%+41.1pp | 34.26%+35.7pp |
| Employer contribution / active EE | $587 | $4,571-87.2% | $6,427-90.9% | $3,038-80.7% |
| Participant deferral / active EE | $1,747 | $7,972-78.1% | $9,133-80.9% | $5,090-65.7% |
| Admin fee / account holder | $121 | $120+0.7% | $13,899-99.1% | $269-55.1% |