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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $8,658 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $2,330 |
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).
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 | $47,799 | $81,476-41.3% | $102,383-53.3% | $80,925-40.9% |
| Participation rate | 83.5% | 66.8%+16.7pp | 74.5%+9.0pp | 67.7%+15.9pp |
| Annual return | 10.02% | 25.59%-15.6pp | 24.94%-14.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $930 | $3,105-70.0% | $3,870-76.0% | $2,756-66.3% |
| Participant deferral / active EE | $2,502 | $3,871-35.4% | $5,060-50.6% | $4,299-41.8% |
| Admin fee / account holder | $51 | $6,717-99.2% | $8,391-99.4% | $6,940-99.3% |