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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,460 |
FARBER HASS HURLEY LLP2+ years Service code 10 9301 OAKDALE AVE STE 230 · CHATSWORTH, CA 91311 | Accounting | $7,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,763 |
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).
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 | $83,971 | $63,905+31.4% | $74,184+13.2% | $57,658+45.6% |
| Participation rate | 66.5% | 79.8%-13.3pp | 76.6%-10.2pp | 70.2%-3.8pp |
| Annual return | 9.13% | 60.60%-51.5pp | 17.74%-8.6pp | 5.13%+4.0pp |
| Employer contribution / active EE | $2,156 | $1,840+17.2% | $2,370-9.0% | $1,974+9.3% |
| Participant deferral / active EE | $9,028 | $3,448+161.8% | $3,550+154.3% | $3,061+195.0% |
| Admin fee / account holder | $111 | $91+22.4% | $5,586-98.0% | $95+17.9% |