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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $56,728 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,334 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $326,351 | $105,284+210.0% | $150,734+116.5% | $94,015+247.1% |
| Participation rate | 95.7% | 71.7%+24.0pp | 78.4%+17.3pp | 70.8%+24.9pp |
| Annual return | 5.20% | 15.67%-10.5pp | 600.81%-595.6pp | 17.84%-12.6pp |
| Employer contribution / active EE | $5,364 | $3,599+49.1% | $4,918+9.1% | $2,790+92.2% |
| Participant deferral / active EE | $12,115 | $4,274+183.5% | $5,610+116.0% | $4,249+185.1% |
| Admin fee / account holder | $577 | $9,839-94.1% | $14,905-96.1% | $8,951-93.5% |