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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,000 |
Service code 10 · EIN 06-1050034 | Accounting | $37,797 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY, US LLP Service code 10 · EIN 39-0859910 | Accounting | $12,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,838 | $85,135+19.6% | $98,920+2.9% | $73,412+38.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 13.36% | 19.14%-5.8pp | 196.47%-183.1pp | 59.30%-45.9pp |
| Employer contribution / active EE | $5,355 | $2,721+96.8% | $2,689+99.1% | $2,234+139.7% |
| Participant deferral / active EE | $4,490 | $4,349+3.2% | $4,245+5.8% | $3,806+18.0% |
| Admin fee / account holder | $122 | $139-12.1% | $6,643-98.2% | $158-22.5% |