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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $50,673 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,997 |
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 | $115,888 | $101,539+14.1% | $147,041-21.2% | $74,400+55.8% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 17.32% | 8740.84%-8723.5pp | 419.21%-401.9pp | 1367.51%-1350.2pp |
| Employer contribution / active EE | $4,240 | $3,811+11.3% | $4,935-14.1% | $2,624+61.6% |
| Participant deferral / active EE | $5,799 | $7,304-20.6% | $8,071-28.1% | $4,348+33.4% |
| Admin fee / account holder | $231 | $1,749-86.8% | $13,006-98.2% | $1,944-88.1% |