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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $14,837 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,287 | $73,638-19.5% | $95,960-38.2% | $73,493-19.3% |
| Participation rate | 40.0% | 76.2%-36.2pp | 77.1%-37.1pp | 70.7%-30.7pp |
| Annual return | 12.29% | 16.78%-4.5pp | 91.63%-79.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $749 | $1,863-59.8% | $2,541-70.5% | $2,270-67.0% |
| Participant deferral / active EE | $1,876 | $3,617-48.1% | $4,167-55.0% | $3,740-49.8% |
| Admin fee / account holder | $14 | $482-97.1% | $6,797-99.8% | $513-97.3% |