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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 | $82,133+94.1% | $147,318+8.2% | $64,097+148.8% |
| Participation rate | 24.8% | 62.3%-37.5pp | 82.1%-57.3pp | 55.2%-30.4pp |
| Annual return | 16.59% | 78.78%-62.2pp | 70.43%-53.8pp | 34.64%-18.1pp |
| Employer contribution / active EE | $8,511 | $2,872+196.3% | $4,593+85.3% | $1,891+350.0% |
| Participant deferral / active EE | $9,885 | $5,407+82.8% | $7,906+25.0% | $3,080+220.9% |
| Admin fee / account holder | $115 | $3,730-96.9% | $13,708-99.2% | $3,454-96.7% |