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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 | Other Fees | $35,473 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $12,119 |
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,730 | $80,731+22.3% | $103,374-4.5% | $74,546+32.4% |
| Participation rate | 46.0% | 65.7%-19.6pp | 74.5%-28.5pp | 67.2%-21.2pp |
| Annual return | 15.62% | 27.56%-11.9pp | 24.89%-9.3pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $1,897 | $3,158-39.9% | $3,869-51.0% | $2,624-27.7% |
| Participant deferral / active EE | $4,087 | $3,860+5.9% | $5,058-19.2% | $4,347-6.0% |
| Admin fee / account holder | $97 | $2,369-95.9% | $8,394-98.8% | $1,944-95.0% |