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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $276,562 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC, A Service code 26 · EIN 47-1411118 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,646 | $44,898+68.5% | $85,126-11.1% | $199,921-62.2% |
| Participation rate | 54.5% | 45.7%+8.7pp | 67.5%-13.1pp | 72.0%-17.5pp |
| Annual return | 11.32% | 20.98%-9.7pp | 66.63%-55.3pp | 34.28%-23.0pp |
| Employer contribution / active EE | $2,099 | $1,367+53.5% | $2,731-23.2% | $3,035-30.9% |
| Participant deferral / active EE | $3,933 | $2,670+47.3% | $4,523-13.0% | $5,089-22.7% |
| Admin fee / account holder | $77 | $585-86.8% | $6,160-98.7% | $269-71.4% |