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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $21,327 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $20,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,999 | $75,419-52.3% | $392,568-90.8% | $67,582-46.7% |
| Participation rate | 53.4% | 74.8%-21.4pp | 78.1%-24.6pp | 71.3%-17.9pp |
| Annual return | 32.93% | 36.70%-3.8pp | 24.42%+8.5pp | 378.57%-345.6pp |
| Employer contribution / active EE | $492 | $2,636-81.3% | $3,783-87.0% | $2,148-77.1% |
| Participant deferral / active EE | $3,300 | $4,347-24.1% | $5,985-44.9% | $3,539-6.8% |
| Admin fee / account holder | $96 | $114-16.0% | $6,260-98.5% | $142-32.8% |