Filed February 17, 2009
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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 455 HICKEY BLVD STE 416 · DALY CITY, CA 94015 | Advisory (Plan) | $35,578 |
FARBER HASS HURLEY LLP1+ years Service code 10 9301 OAKDALE AVE STE 230 · CHATSWORTH, CA 91311 | Accounting | $8,000 |
FINANCIAL TELESIS1+ years Filed as: FINANCIAL TELESIS, INC. Service code 27 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,204 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,619 | $72,770+1.2% | $67,652+8.8% | $55,191+33.4% |
| Participation rate | 65.5% | 78.8%-13.3pp | 75.7%-10.2pp | 69.2%-3.7pp |
| Annual return | 0.48% | -3.26%+3.7pp | 6625.40%-6624.9pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,840 | $1,769+4.0% | $2,266-18.8% | $1,899-3.1% |
| Participant deferral / active EE | $8,085 | $3,408+137.2% | $3,560+127.1% | $3,046+165.4% |
| Admin fee / account holder | $144 | $79+83.0% | $4,821-97.0% | $91+58.9% |