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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,813 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $23,225 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVT INST OPER COMPANY INC Service code 60 | Sub-TA Fees | $0 |
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 | $229,063 | $82,163+178.8% | $125,381+82.7% | $64,819+253.4% |
| Participation rate | 85.3% | 77.9%+7.5pp | 82.4%+3.0pp | 71.5%+13.9pp |
| Annual return | -16.12% | 3.49%-19.6pp | 572.31%-588.4pp | 32.84%-49.0pp |
| Employer contribution / active EE | $7,531 | $3,616+108.2% | $4,815+56.4% | $2,507+200.4% |
| Participant deferral / active EE | $15,443 | $7,175+115.2% | $7,448+107.3% | $4,311+258.2% |
| Admin fee / account holder | $131 | $163-20.0% | $10,007-98.7% | $188-30.5% |