Filed May 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,905 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,434 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,885 | $80,753-19.7% | $136,298-52.4% | $62,293+4.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.78% | 35.83%-18.1pp | 5156.27%-5138.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $6,443 | $2,884+123.4% | $4,696+37.2% | $2,042+215.5% |
| Participant deferral / active EE | $5,273 | $5,164+2.1% | $6,247-15.6% | $3,169+66.4% |
| Admin fee / account holder | $320 | $525-39.1% | $9,244-96.5% | $479-33.3% |