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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $25,126 |
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS Service code 49 | Other Services | $1,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,369 | $91,439-66.8% | $135,974-77.7% | $71,511-57.5% |
| Participation rate | 54.9% | 75.7%-20.8pp | 81.9%-27.1pp | 67.9%-13.1pp |
| Annual return | 17.49% | 29.90%-12.4pp | 68.30%-50.8pp | 28.86%-11.4pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $12,034 | $7,093+69.7% | $7,760+55.1% | $4,291+180.5% |
| Admin fee / account holder | $18 | $1,267-98.6% | $10,767-99.8% | $1,588-98.9% |