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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $46,518 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $9,134 |
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 | $31,407 | $47,163-33.4% | $149,696-79.0% | $74,460-57.8% |
| Participation rate | 77.2% | 63.4%+13.8pp | 78.8%-1.6pp | 70.7%+6.4pp |
| Annual return | -1.60% | 22.75%-24.4pp | 134.46%-136.1pp | 34.38%-36.0pp |
| Employer contribution / active EE | $1,661 | $1,907-12.9% | $4,821-65.6% | $2,638-37.1% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $6 | $343-98.2% | $13,212-100.0% | $348-98.2% |