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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,026 |
ZABARSKY & ASSOCIATES, LLC5 years Service code 15 · EIN 82-0560553 | Recordkeeping | $25,552 |
Service code 27 | Advisory (Plan) | $22,349 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,475 | $43,749-14.3% | $158,223-76.3% | $65,306-42.6% |
| Participation rate | 61.9% | 56.9%+5.0pp | 79.2%-17.3pp | 57.7%+4.2pp |
| Annual return | 12.75% | 19.41%-6.7pp | 52.09%-39.3pp | 21.94%-9.2pp |
| Employer contribution / active EE | $1,421 | $1,497-5.1% | $4,109-65.4% | $1,967-27.8% |
| Participant deferral / active EE | $2,683 | $2,019+32.9% | $5,467-50.9% | $2,959-9.3% |
| Admin fee / account holder | $313 | $1,930-83.8% | $16,047-98.0% | $3,480-91.0% |