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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 | Advisory (Plan) | $19,114 |
Service code 64 | Recordkeeping Fees | $12,514 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 | Contract Administrator | $6,930 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 | Investment Management | $1,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,717 | $60,488-24.4% | $109,916-58.4% | $79,389-42.4% |
| Participation rate | 67.6% | 67.0%+0.5pp | 74.2%-6.6pp | 70.7%-3.1pp |
| Annual return | 17.24% | 189.57%-172.3pp | 29.46%-12.2pp | 116.89%-99.7pp |
| Employer contribution / active EE | $1,208 | $1,649-26.7% | $2,844-57.5% | $2,428-50.2% |
| Participant deferral / active EE | $3,752 | $3,220+16.5% | $4,047-7.3% | $4,046-7.3% |
| Admin fee / account holder | $317 | $605-47.5% | $6,069-94.8% | $626-49.4% |