Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $58,594 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,793 | $65,908+133.3% | $81,812+88.0% | $77,643+98.1% |
| Participation rate | 98.9% | 65.8%+33.1pp | 72.3%+26.5pp | 70.6%+28.3pp |
| Annual return | 14.87% | 26.64%-11.8pp | 773.79%-758.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $9,533 | $2,370+302.2% | $2,912+227.3% | $2,726+249.7% |
| Participant deferral / active EE | $11,953 | $3,505+241.0% | $4,319+176.8% | $4,647+157.2% |
| Admin fee / account holder | $110 | $526-79.0% | $7,386-98.5% | $430-74.4% |