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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $32,490 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,239 | $79,523+2.2% | $140,019-42.0% | $56,289+44.3% |
| Participation rate | 65.6% | 85.7%-20.1pp | 87.5%-21.9pp | 69.9%-4.3pp |
| Annual return | -5.78% | 2.39%-8.2pp | 651.17%-656.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $976 | $3,350-70.9% | $5,605-82.6% | $2,111-53.8% |
| Participant deferral / active EE | $4,228 | $5,129-17.6% | $6,927-39.0% | $3,350+26.2% |
| Admin fee / account holder | $377 | $614-38.6% | $10,705-96.5% | $521-27.6% |