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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $11,348 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,473 | $42,367-54.0% | $79,580-75.5% | $64,819-70.0% |
| Participation rate | 38.9% | 64.7%-25.9pp | 69.5%-30.6pp | 71.5%-32.6pp |
| Annual return | -17.49% | -12.23%-5.3pp | 0.15%-17.6pp | 32.84%-50.3pp |
| Employer contribution / active EE | $889 | $1,181-24.7% | $2,413-63.2% | $2,507-64.5% |
| Participant deferral / active EE | $1,330 | $3,170-58.1% | $3,985-66.6% | $4,311-69.2% |
| Admin fee / account holder | $51 | $160-68.0% | $6,835-99.3% | $188-72.8% |