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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 | $45,022+68.0% | $85,240-11.3% | $200,096-62.2% |
| Participation rate | 54.5% | 45.8%+8.6pp | 67.5%-13.1pp | 72.0%-17.6pp |
| Annual return | 11.32% | 21.00%-9.7pp | 66.75%-55.4pp | 34.26%-22.9pp |
| Employer contribution / active EE | $2,099 | $1,374+52.7% | $2,735-23.3% | $3,038-30.9% |
| Participant deferral / active EE | $3,933 | $2,682+46.6% | $4,527-13.1% | $5,090-22.7% |
| Admin fee / account holder | $77 | $585-86.8% | $6,165-98.7% | $269-71.4% |