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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $20,790 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 | Other Fees | $4,894 |
Filed as: HUB INTERNATIONAL NEW ENGLAND Service code 49 | Other Services | $2,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,485 | $104,336-74.6% | $159,455-83.4% | $86,813-69.5% |
| Participation rate | 55.2% | 77.7%-22.5pp | 82.8%-27.6pp | 72.3%-17.1pp |
| Annual return | 32.44% | 26.32%+6.1pp | 263.63%-231.2pp | 97.93%-65.5pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,830-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $5,562 | $6,837-18.6% | $7,353-24.4% | $4,131+34.6% |
| Admin fee / account holder | $9 | $172-94.7% | $10,800-99.9% | $170-94.7% |