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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,307 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 | Advisory (Plan) | $18,095 |
ATLANTIC PENSION SERVICES, INC.1+ years Service code 49 · EIN 23-2942715 511 SCHOOLHOUSE ROAD, SUITE 400 · KENNETT SQUARE, PA 19348 | Other Services | $9,704 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,316 | $62,928-28.0% | $172,752-73.8% | $67,579-32.9% |
| Participation rate | 27.1% | 64.5%-37.4pp | 82.6%-55.6pp | 71.3%-44.2pp |
| Annual return | 5.73% | 30.36%-24.6pp | 802.97%-797.2pp | 378.56%-372.8pp |
| Employer contribution / active EE | $441 | $1,636-73.0% | $5,144-91.4% | $2,148-79.5% |
| Participant deferral / active EE | $847 | $2,145-60.5% | $5,198-83.7% | $3,539-76.1% |
| Admin fee / account holder | $345 | $167+107.3% | $13,955-97.5% | $142+142.8% |