Filed August 6, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 04-2630450 | Other Fees | $18,000 |
Filed as: MAYER HOFFMAN MCCANN Service code 99 · EIN 43-1947695 | Other Fees | $13,000 |
Filed as: ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 | Other Fees | $8,356 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,977 | $52,293-54.1% | $178,498-86.6% | $73,412-67.3% |
| Participation rate | 89.8% | 65.3%+24.5pp | 81.9%+7.9pp | 72.2%+17.6pp |
| Annual return | 16.28% | 34.75%-18.5pp | 151.09%-134.8pp | 59.30%-43.0pp |
| Employer contribution / active EE | $796 | $1,735-54.1% | $5,011-84.1% | $2,234-64.4% |
| Participant deferral / active EE | $2,947 | $2,332+26.4% | $5,202-43.4% | $3,806-22.6% |
| Admin fee / account holder | $202 | $127+58.4% | $13,985-98.6% | $158+27.8% |