Filed September 1, 2015 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $20,000 |
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 | $141,154 | $95,542+47.7% | $69,480+103.2% | $67,584+108.9% |
| Participation rate | 97.0% | 79.4%+17.7pp | 74.6%+22.4pp | 71.3%+25.7pp |
| Annual return | 17.97% | 17.67%+0.3pp | 28.99%-11.0pp | 378.59%-360.6pp |
| Employer contribution / active EE | $4,559 | $2,989+52.5% | $2,780+64.0% | $2,148+112.3% |
| Participant deferral / active EE | $5,308 | $3,263+62.7% | $3,537+50.1% | $3,540+50.0% |
| Admin fee / account holder | $12 | $90-86.4% | $3,840-99.7% | $142-91.4% |