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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,696 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $11,707 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,852 | $95,417+171.3% | $135,974+90.4% | $74,460+247.6% |
| Participation rate | 83.5% | 78.2%+5.3pp | 81.9%+1.6pp | 70.7%+12.8pp |
| Annual return | 21.64% | 32.76%-11.1pp | 68.30%-46.7pp | 34.38%-12.7pp |
| Employer contribution / active EE | $8,548 | $3,878+120.4% | $4,859+75.9% | $2,638+224.0% |
| Participant deferral / active EE | $16,116 | $7,789+106.9% | $7,760+107.7% | $4,530+255.8% |
| Admin fee / account holder | $92 | $266-65.5% | $10,767-99.1% | $348-73.6% |