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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,577 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $5,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,923 | $60,989-62.4% | $60,906-62.4% | $66,938-65.8% |
| Participation rate | 44.7% | 74.5%-29.8pp | 73.1%-28.4pp | 69.8%-25.1pp |
| Annual return | -16.04% | -9.60%-6.4pp | 16.94%-33.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $641 | $2,661-75.9% | $2,703-76.3% | $2,545-74.8% |
| Participant deferral / active EE | $2,947 | $3,615-18.5% | $3,814-22.7% | $4,238-30.5% |
| Admin fee / account holder | $66 | $338-80.6% | $3,227-98.0% | $594-88.9% |