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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $71,105 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,735 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,199 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,123 | $71,883+49.0% | $86,677+23.6% | $68,494+56.4% |
| Participation rate | 82.6% | 72.2%+10.4pp | 76.6%+6.0pp | 67.9%+14.7pp |
| Annual return | -20.92% | 3.52%-24.4pp | 35.91%-56.8pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,579 | $2,173-27.4% | $2,836-44.3% | $2,596-39.2% |
| Participant deferral / active EE | $9,840 | $3,779+160.4% | $4,656+111.4% | $4,027+144.3% |
| Admin fee / account holder | $771 | $6,112-87.4% | $7,493-89.7% | $5,403-85.7% |