Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $98,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $27,329 |
JUDELSON, GIORDANO & SIEGEL, PC1+ years Filed as: JUDELSON, GIORDANO & SIEGEL, CPA PC Service code 10 633 ROUTE 211 EAST · MIDDLETOWN, NY 10941 | Accounting | $15,750 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $7,119 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,902 | $68,413+25.6% | $123,105-30.2% | $55,191+55.6% |
| Participation rate | 93.8% | 84.5%+9.3pp | 86.8%+7.0pp | 69.2%+24.7pp |
| Annual return | 19.91% | 6.30%+13.6pp | 13.22%+6.7pp | 10.78%+9.1pp |
| Employer contribution / active EE | $3,980 | $3,050+30.5% | $5,151-22.7% | $1,899+109.6% |
| Participant deferral / active EE | $6,127 | $4,490+36.4% | $6,229-1.6% | $3,046+101.1% |
| Admin fee / account holder | $187 | $88+112.5% | $9,014-97.9% | $91+105.5% |