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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RET PARTNERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,308 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $671,907-100.0% | $671,907-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 15.0%-15.0pp | 47.4%-47.4pp |
| Annual return | 19.07% | 5.07%+14.0pp | 10.76%+8.3pp | 12.16%+6.9pp |
| Employer contribution / active EE | $40,000 | $97,324-58.9% | $68,795-41.9% | $44,747-10.6% |
| Participant deferral / active EE | $0 | $259-100.0% | $229-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $6,717-100.0% | $17,640-100.0% |