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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 37 · EIN 47-1411118 | Loan Processing | $25,000 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL, MID-ATLANTIC Service code 51 · EIN 47-1411118 | Investment Mgmt Fees | $25,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,871 |
TIAA8 years Service code 37 · EIN 13-1624203 | Loan Processing | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $159,459 | $88,360+80.5% | $145,433+9.6% | $67,986+134.5% |
| Participation rate | 24.8% | 65.5%-40.7pp | 82.1%-57.3pp | 57.2%-32.4pp |
| Annual return | 16.59% | 63.15%-46.6pp | 66.58%-50.0pp | 31.67%-15.1pp |
| Employer contribution / active EE | $8,511 | $3,054+178.7% | $4,554+86.9% | $2,019+321.6% |
| Participant deferral / active EE | $9,885 | $5,932+66.6% | $7,897+25.2% | $3,358+194.4% |
| Admin fee / account holder | $115 | $3,313-96.5% | $13,129-99.1% | $3,203-96.4% |