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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $29,432 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLP Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,266 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,736 | $102,385-80.7% | $147,080-86.6% | $80,935-75.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.77% | 135.09%-124.3pp | 420.17%-409.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $3,296 | $3,717-11.3% | $4,933-33.2% | $2,757+19.5% |
| Participant deferral / active EE | $5,103 | $6,651-23.3% | $8,066-36.7% | $4,299+18.7% |
| Admin fee / account holder | $218 | $7,951-97.3% | $12,989-98.3% | $6,924-96.9% |