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 | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,479 | $84,948+79.5% | $70,492+116.3% | $73,415+107.7% |
| Participation rate | 97.6% | 79.9%+17.7pp | 75.1%+22.6pp | 72.2%+25.4pp |
| Annual return | 13.20% | 13.39%-0.2pp | 109.16%-96.0pp | 59.30%-46.1pp |
| Employer contribution / active EE | $4,619 | $2,834+63.0% | $2,738+68.7% | $2,234+106.8% |
| Participant deferral / active EE | $5,364 | $3,387+58.4% | $3,711+44.6% | $3,806+40.9% |
| Admin fee / account holder | $11 | $98-89.2% | $3,848-99.7% | $158-93.3% |