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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $44,094 |
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,536 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $8,423 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,131 | $102,661-10.3% | $151,639-39.2% | $66,938+37.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -17.40% | -10.81%-6.6pp | 3.34%-20.7pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,236 | $4,184-46.6% | $6,165-63.7% | $2,545-12.2% |
| Participant deferral / active EE | $7,366 | $6,645+10.8% | $8,363-11.9% | $4,238+73.8% |
| Admin fee / account holder | $467 | $630-25.9% | $11,613-96.0% | $594-21.3% |