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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,419 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,539 |
FINANCIAL TELESIS1+ years Filed as: FINANCIAL TELESIS (JHW) Service code 27 · EIN 68-0279977 | Advisory (Plan) | $5,430 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,399 | $37,117+14.2% | $147,617-71.3% | $55,191-23.2% |
| Participation rate | 94.7% | 63.6%+31.1pp | 84.6%+10.1pp | 69.2%+25.6pp |
| Annual return | 0.30% | 3.44%-3.1pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,503 | $1,620+54.4% | $5,564-55.0% | $1,899+31.8% |
| Participant deferral / active EE | $2,635 | $1,985+32.7% | $4,895-46.2% | $3,046-13.5% |
| Admin fee / account holder | $80 | $86-5.9% | $11,612-99.3% | $91-11.3% |