Filed January 23, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $47,384 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,502 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,611 | $78,607+181.9% | $105,624+109.8% | $74,478+197.6% |
| Participation rate | 94.1% | 72.8%+21.3pp | 75.3%+18.8pp | 67.2%+26.9pp |
| Annual return | 14.06% | 15.96%-1.9pp | 116.20%-102.1pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $3,557 | $2,523+41.0% | $3,168+12.3% | $2,626+35.4% |
| Participant deferral / active EE | $8,770 | $4,325+102.8% | $5,013+75.0% | $4,350+101.6% |
| Admin fee / account holder | $341 | $2,220-84.6% | $10,961-96.9% | $1,946-82.5% |