Filed January 23, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,531 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $6,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,876 | $92,971-42.1% | $96,683-44.3% | $74,419-27.6% |
| Participation rate | 79.0% | 71.5%+7.4pp | 74.3%+4.6pp | 70.7%+8.2pp |
| Annual return | 16.44% | 37.49%-21.0pp | 35.69%-19.3pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,471 | $3,426-57.0% | $3,737-60.6% | $2,637-44.2% |
| Participant deferral / active EE | $4,957 | $3,970+24.9% | $4,878+1.6% | $4,528+9.5% |
| Admin fee / account holder | $158 | $633-75.0% | $6,730-97.7% | $348-54.6% |