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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $127,784 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,553 |
PENSYS, INC.2 years Filed as: PENSYS INC Service code 13 2440 PROFESSIONAL DRIVE SUITE 100 · ROSEVILLE, CA 95661 | Contract Administrator | $25,915 |
PENSYS FIDUCIARY SERVICES2 years Filed as: PENSYS FIDUCIARY SERVICES INC Service code 13 2440 PROFESSIONAL DRIVE SUITE 316 · ROSEVILLE, CA 95661 | Contract Administrator | $19,072 |
BPM LLP1 year Service code 10 600 CALIFORNIA STREET SUITE 600 · SAN FRANCISCO, CA 94108 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,551 | $54,390+13.2% | $117,039-47.4% | $69,631-11.6% |
| Participation rate | 56.5% | 58.5%-2.0pp | 77.2%-20.7pp | 70.7%-14.2pp |
| Annual return | 22.58% | 18.33%+4.3pp | 18.95%+3.6pp | 27571.02%-27548.4pp |
| Employer contribution / active EE | $2,887 | $1,357+112.9% | $3,785-23.7% | $2,032+42.1% |
| Participant deferral / active EE | $2,611 | $2,076+25.8% | $3,929-33.6% | $3,224-19.0% |
| Admin fee / account holder | $399 | $98+307.7% | $5,974-93.3% | $110+260.9% |