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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $4,125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,821 | $59,535-26.4% | $90,161-51.4% | $62,293-29.7% |
| Participation rate | 91.5% | 73.0%+18.4pp | 76.9%+14.6pp | 69.5%+21.9pp |
| Annual return | 17.84% | 23.53%-5.7pp | 34.89%-17.0pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,315 | $1,826+26.8% | $3,318-30.2% | $2,042+13.3% |
| Participant deferral / active EE | $7,468 | $4,639+61.0% | $5,287+41.3% | $3,169+135.7% |
| Admin fee / account holder | $38 | $337-88.7% | $5,943-99.4% | $479-92.1% |