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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $36,051 |
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 | $22,708 | $56,443-59.8% | $83,831-72.9% | $55,725-59.3% |
| Participation rate | 83.7% | 72.0%+11.6pp | 76.1%+7.5pp | 70.9%+12.8pp |
| Annual return | -2.33% | 393.67%-396.0pp | 850.99%-853.3pp | 244.93%-247.3pp |
| Employer contribution / active EE | $1,377 | $2,682-48.7% | $3,631-62.1% | $2,078-33.7% |
| Participant deferral / active EE | $3,027 | $2,965+2.1% | $4,082-25.8% | $3,356-9.8% |
| Admin fee / account holder | $15 | $156-90.2% | $5,479-99.7% | $115-86.8% |