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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 | $41,016-8.6% | $152,093-75.4% | $64,097-41.5% |
| Participation rate | 61.9% | 51.3%+10.5pp | 77.8%-15.9pp | 55.2%+6.7pp |
| Annual return | 12.75% | 39.60%-26.8pp | 66.36%-53.6pp | 34.64%-21.9pp |
| Employer contribution / active EE | $1,421 | $1,342+5.9% | $4,175-66.0% | $1,891-24.9% |
| Participant deferral / active EE | $2,683 | $1,927+39.2% | $5,451-50.8% | $3,080-12.9% |
| Admin fee / account holder | $313 | $2,305-86.4% | $14,497-97.8% | $3,454-90.9% |