Filed October 4, 2010 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $48,434 |
Filed as: GREAT-WEST LIFE ANNUITY & INSURANCE Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,781 |
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 | $65,942 | $56,640+16.4% | $80,977-18.6% | $57,658+14.4% |
| Participation rate | 97.6% | 75.9%+21.8pp | 75.8%+21.8pp | 70.2%+27.4pp |
| Annual return | 9.40% | 19.97%-10.6pp | 17.11%-7.7pp | 5.13%+4.3pp |
| Employer contribution / active EE | $5,569 | $2,085+167.1% | $3,715+49.9% | $1,974+182.2% |
| Participant deferral / active EE | $7,576 | $4,944+53.2% | $5,696+33.0% | $3,061+147.5% |
| Admin fee / account holder | $102 | $87+17.2% | $5,517-98.1% | $95+8.0% |