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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $17,814 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,168 |
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 | $31,409 | $65,428-52.0% | $169,390-81.5% | $71,511-56.1% |
| Participation rate | 72.9% | 66.9%+6.0pp | 77.2%-4.3pp | 67.9%+5.0pp |
| Annual return | 14.52% | 21.35%-6.8pp | 406.07%-391.6pp | 28.86%-14.3pp |
| Employer contribution / active EE | $4,250 | $2,064+105.9% | $4,013+5.9% | $2,589+64.1% |
| Participant deferral / active EE | $1,949 | $4,360-55.3% | $6,222-68.7% | $4,291-54.6% |
| Admin fee / account holder | $82 | $1,328-93.8% | $9,015-99.1% | $1,588-94.8% |