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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $9,599 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,667 | $73,978-28.8% | $96,515-45.4% | $75,173-29.9% |
| Participation rate | 77.4% | 66.4%+11.0pp | 74.3%+3.1pp | 67.2%+10.2pp |
| Annual return | 10.19% | 26.72%-16.5pp | 35.73%-25.5pp | 160.72%-150.5pp |
| Employer contribution / active EE | $776 | $2,931-73.5% | $3,740-79.2% | $2,671-70.9% |
| Participant deferral / active EE | $2,276 | $3,660-37.8% | $4,880-53.4% | $4,126-44.8% |
| Admin fee / account holder | $49 | $5,219-99.1% | $6,735-99.3% | $5,651-99.1% |