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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HWY SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $16,514 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,494 | $64,176-74.3% | $112,263-85.3% | $66,949-75.4% |
| Participation rate | 89.9% | 68.4%+21.5pp | 75.1%+14.9pp | 69.8%+20.1pp |
| Annual return | -18.89% | -13.80%-5.1pp | 27.49%-46.4pp | 1.57%-20.5pp |
| Employer contribution / active EE | $1,328 | $3,007-55.8% | $3,636-63.5% | $2,545-47.8% |
| Participant deferral / active EE | $2,989 | $3,694-19.1% | $4,729-36.8% | $4,239-29.5% |
| Admin fee / account holder | $160 | $626-74.5% | $6,410-97.5% | $594-73.1% |