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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $66,929 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $21,843 |
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.
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 | $94,498 | $64,286+47.0% | $90,970+3.9% | $73,412+28.7% |
| Participation rate | 25.1% | 63.6%-38.5pp | 69.0%-43.9pp | 72.2%-47.1pp |
| Annual return | 16.11% | 21.46%-5.4pp | 134.60%-118.5pp | 59.30%-43.2pp |
| Employer contribution / active EE | $174 | $895-80.5% | $2,122-91.8% | $2,234-92.2% |
| Participant deferral / active EE | $1,622 | $2,453-33.9% | $3,373-51.9% | $3,806-57.4% |
| Admin fee / account holder | $8 | $287-97.4% | $5,961-99.9% | $158-95.2% |