Filed April 20, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $99,463 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $53,852 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $22,814 |
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 | $32,865 | $50,150-34.5% | $149,723-78.0% | $80,169-59.0% |
| Participation rate | 94.9% | 64.3%+30.6pp | 78.8%+16.2pp | 72.9%+22.0pp |
| Annual return | 20.89% | 29.80%-8.9pp | 134.50%-113.6pp | 40.39%-19.5pp |
| Employer contribution / active EE | $1,812 | $1,868-3.0% | $4,821-62.4% | $2,978-39.2% |
| Participant deferral / active EE | $3,009 | $3,195-5.8% | $5,682-47.0% | $5,016-40.0% |
| Admin fee / account holder | $34 | $153-77.9% | $13,215-99.7% | $145-76.7% |