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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,101 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,455 |
UNITED 401(K) PLANS, INC.1+ years Service code 13 684 E. VINE STREET. SUITE 4A · MURRAY, UT 84107 | Contract Administrator | $16,585 |
Filed as: ADVISED ASSETS GROUPS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,413 | $79,519-26.5% | $95,960-39.1% | $73,412-20.4% |
| Participation rate | 50.5% | 81.2%-30.7pp | 77.1%-26.6pp | 72.2%-21.7pp |
| Annual return | 0.00% | 19.20%-19.2pp | 91.63%-91.6pp | 59.30%-59.3pp |
| Employer contribution / active EE | $659 | $2,048-67.8% | $2,541-74.1% | $2,234-70.5% |
| Participant deferral / active EE | $1,626 | $4,138-60.7% | $4,167-61.0% | $3,806-57.3% |
| Admin fee / account holder | $192 | $184+4.3% | $6,797-97.2% | $158+21.8% |