Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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) | $8,152 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,269 |
WESTLAKE FINANCIAL GROUP1+ years Filed as: WESTLAKE RISK AND INSURANCE SERVICE Service code 16 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Consulting | $2,205 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $19,135 | $57,108-66.5% | $94,229-79.7% | $52,331-63.4% |
| Participation rate | 57.6% | 72.9%-15.4pp | 78.8%-21.2pp | 68.1%-10.5pp |
| Annual return | -2.29% | 1.47%-3.8pp | 10.68%-13.0pp | 4.54%-6.8pp |
| Employer contribution / active EE | $370 | $1,735-78.7% | $3,587-89.7% | $1,882-80.4% |
| Participant deferral / active EE | $2,406 | $3,040-20.8% | $4,320-44.3% | $3,022-20.4% |
| Admin fee / account holder | $100 | $546-81.8% | $6,269-98.4% | $592-83.2% |