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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $15,377 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $3,210 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,106 | $55,470-25.9% | $155,556-73.6% | $74,478-44.8% |
| Participation rate | 38.0% | 61.9%-23.9pp | 78.2%-40.2pp | 67.2%-29.2pp |
| Annual return | 10.98% | 269.80%-258.8pp | 64.84%-53.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,048 | $2,838-63.1% | $5,631-81.4% | $4,350-75.9% |
| Admin fee / account holder | $419 | $1,744-76.0% | $15,885-97.4% | $1,946-78.4% |