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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,590 |
Filed as: GLOBAL RETIRMENT PARTNERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,105 |
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $33,958 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,548 | $85,515-10.5% | $112,040-31.7% | $67,986+12.6% |
| Participation rate | 97.9% | 68.2%+29.7pp | 76.5%+21.4pp | 57.2%+40.7pp |
| Annual return | 11.84% | 29.68%-17.8pp | 24.52%-12.7pp | 31.67%-19.8pp |
| Employer contribution / active EE | $966 | $2,191-55.9% | $2,954-67.3% | $2,019-52.2% |
| Participant deferral / active EE | $6,123 | $4,014+52.5% | $5,098+20.1% | $3,358+82.3% |
| Admin fee / account holder | $416 | $3,774-89.0% | $12,098-96.6% | $3,203-87.0% |