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 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $13,817 |
ROPES & GRAY LLP7+ years Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 | Legal | $6,050 |
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 | $170,145 | $94,836+79.4% | $75,728+124.7% | $86,828+96.0% |
| Participation rate | 93.5% | 79.1%+14.4pp | 74.8%+18.7pp | 72.3%+21.2pp |
| Annual return | 13.66% | 16.90%-3.2pp | 104.66%-91.0pp | 97.95%-84.3pp |
| Employer contribution / active EE | $4,722 | $2,908+62.4% | $2,743+72.1% | $2,406+96.2% |
| Participant deferral / active EE | $5,585 | $3,632+53.8% | $3,820+46.2% | $4,132+35.2% |
| Admin fee / account holder | $26 | $108-75.7% | $3,620-99.3% | $170-84.5% |