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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $76,052 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $41,879 |
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 | $107,038 | $50,956+110.1% | $96,575+10.8% | $86,813+23.3% |
| Participation rate | 20.8% | 65.2%-44.4pp | 69.8%-49.0pp | 72.3%-51.5pp |
| Annual return | 13.07% | 21.27%-8.2pp | 37.79%-24.7pp | 97.93%-84.9pp |
| Employer contribution / active EE | $257 | $1,111-76.9% | $2,357-89.1% | $2,406-89.3% |
| Participant deferral / active EE | $1,555 | $2,954-47.4% | $3,849-59.6% | $4,131-62.4% |
| Admin fee / account holder | $2 | $166-98.6% | $6,182-100.0% | $170-98.7% |