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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,911 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,194 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,812 | $37,203-19.9% | $154,110-80.7% | $55,727-46.5% |
| Participation rate | 92.8% | 64.1%+28.7pp | 83.0%+9.8pp | 70.9%+22.0pp |
| Annual return | -7.36% | 1320.03%-1327.4pp | 735.22%-742.6pp | 244.94%-252.3pp |
| Employer contribution / active EE | $2,403 | $1,614+48.8% | $5,298-54.6% | $2,078+15.6% |
| Participant deferral / active EE | $7,629 | $2,069+268.8% | $5,081+50.2% | $3,356+127.4% |
| Admin fee / account holder | $48 | $102-53.2% | $13,412-99.6% | $115-58.8% |