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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNER LLC Service code 27 | Advisory (Plan) | $11,035 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,245 |
Service code 13 · EIN 47-1411118 | Contract Administrator | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,132 | $63,114-25.3% | $92,909-49.3% | $65,185-27.7% |
| Participation rate | 51.8% | 68.8%-17.0pp | 76.0%-24.2pp | 70.2%-18.4pp |
| Annual return | 16.57% | 28.75%-12.2pp | 109.44%-92.9pp | 29.38%-12.8pp |
| Employer contribution / active EE | $148 | $2,571-94.2% | $3,653-95.9% | $2,177-93.2% |
| Participant deferral / active EE | $1,515 | $3,108-51.3% | $4,238-64.3% | $3,514-56.9% |
| Admin fee / account holder | $50 | $624-91.9% | $5,795-99.1% | $847-94.1% |