Filed October 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $114,172 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $30,341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,370 | $45,382-72.7% | $154,107-92.0% | $75,289-83.6% |
| Participation rate | 64.1% | 65.9%-1.8pp | 83.0%-18.9pp | 72.4%-8.3pp |
| Annual return | -5.27% | -0.47%-4.8pp | 735.12%-740.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $1,441 | $1,533-6.0% | $5,298-72.8% | $2,405-40.1% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $4 | $89-95.9% | $13,411-100.0% | $102-96.4% |