Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,718 |
UNITED 401(K) PLANS, INC.3+ years Service code 13 684 E. VINE STREET. SUITE 4A · MURRAY, UT 84107 | Contract Administrator | $31,028 |
Filed as: ADVISED ASSETS GROUPS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $169 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,334 | $72,303-60.8% | $86,691-67.3% | $64,814-56.3% |
| Participation rate | 48.6% | 80.4%-31.9pp | 76.6%-28.0pp | 71.5%-22.9pp |
| Annual return | -15.17% | 392.77%-407.9pp | 35.94%-51.1pp | 32.84%-48.0pp |
| Employer contribution / active EE | $420 | $2,393-82.4% | $2,837-85.2% | $2,507-83.2% |
| Participant deferral / active EE | $1,201 | $4,660-74.2% | $4,656-74.2% | $4,310-72.1% |
| Admin fee / account holder | $152 | $174-12.6% | $7,492-98.0% | $188-19.1% |