Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $20,725 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,500 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $19,500 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VARCHOW KRAUSE, LLP Service code 49 · EIN 38-0859910 | Other Services | $12,900 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $76,919 | $75,284+2.2% | $91,004-15.5% | $69,631+10.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 19.67% | 48.40%-28.7pp | 4.60%+15.1pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $4,481 | $2,473+81.2% | $2,456+82.5% | $2,032+120.5% |
| Participant deferral / active EE | $3,874 | $3,700+4.7% | $3,548+9.2% | $3,224+20.2% |
| Admin fee / account holder | $36 | $111-67.9% | $5,417-99.3% | $110-67.9% |