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| Provider | Service type | Compensation |
|---|---|---|
DUNBAR, BENDER & ZAPF, INC.8+ years Service code 15 · EIN 25-1650062 | Recordkeeping | $41,367 |
BODINE PERRY1 year Service code 10 · EIN 83-3033790 | Accounting | $17,000 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $12,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,969 | $138,078-84.8% | $125,363-83.3% | $134,509-84.4% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | 25.99% | 750.49%-724.5pp | 572.15%-546.2pp | 418.13%-392.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $62 | $11,566-99.5% | $10,005-99.4% | $11,427-99.5% |