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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $76,620 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $26,894 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,589 | $53,165+96.7% | $86,216+21.3% | $74,460+40.5% |
| Participation rate | 22.4% | 64.9%-42.4pp | 69.0%-46.5pp | 70.7%-48.3pp |
| Annual return | 16.96% | 22.64%-5.7pp | 1169.42%-1152.5pp | 34.38%-17.4pp |
| Employer contribution / active EE | $211 | $1,210-82.6% | $2,382-91.1% | $2,638-92.0% |
| Participant deferral / active EE | $1,990 | $3,234-38.5% | $3,986-50.1% | $4,530-56.1% |
| Admin fee / account holder | $9 | $551-98.3% | $6,853-99.9% | $348-97.3% |