Filed September 23, 2019
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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,373 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,826 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,595 | $70,002+5.1% | $115,037-36.0% | $52,331+40.6% |
| Participation rate | 98.2% | 72.1%+26.1pp | 81.4%+16.8pp | 68.1%+30.1pp |
| Annual return | 0.17% | 4.04%-3.9pp | 26.14%-26.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $2,548 | $2,715-6.2% | $4,608-44.7% | $1,882+35.4% |
| Participant deferral / active EE | $6,133 | $4,920+24.7% | $6,026+1.8% | $3,022+102.9% |
| Admin fee / account holder | $133 | $566-76.5% | $8,175-98.4% | $592-77.5% |