Filed May 13, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $58,076 |
RETIREMENT BENEFIT SOLUTIONS4 years Service code 49 · EIN 71-0294708 | Other Services | $20,166 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MNGT LLC Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,790 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,253 | $101,672+26.1% | $147,117-12.8% | $74,478+72.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.11% | 8757.83%-8742.7pp | 420.54%-405.4pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $11,445 | $3,813+200.1% | $4,932+132.0% | $2,626+335.8% |
| Participant deferral / active EE | $10,485 | $7,305+43.5% | $8,065+30.0% | $4,350+141.0% |
| Admin fee / account holder | $77 | $1,753-95.6% | $12,993-99.4% | $1,946-96.1% |