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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,117 |
ZABARSKY & ASSOCIATES, LLC2 years Service code 15 · EIN 82-0560553 | Recordkeeping | $10,808 |
Service code 27 | Advisory (Plan) | $9,971 |
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.
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 | $20,302 | $46,325-56.2% | $143,788-85.9% | $64,814-68.7% |
| Participation rate | 65.5% | 64.2%+1.3pp | 80.3%-14.8pp | 71.5%-5.9pp |
| Annual return | -3.31% | -10.05%+6.7pp | -0.03%-3.3pp | 32.84%-36.1pp |
| Employer contribution / active EE | $1,157 | $1,911-39.5% | $4,952-76.6% | $2,507-53.8% |
| Participant deferral / active EE | $1,958 | $2,647-26.0% | $5,638-65.3% | $4,310-54.6% |
| Admin fee / account holder | $197 | $154+27.8% | $14,675-98.7% | $188+4.6% |