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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $101,786 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $24,574 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,594 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,613 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,648 | $191,016+91.4% | $152,301+140.1% | $89,670+307.8% |
| Participation rate | 0.0% | 77.3%-77.3pp | 82.4%-82.4pp | 71.2%-71.2pp |
| Annual return | 22.90% | 16.37%+6.5pp | 80.50%-57.6pp | 19.66%+3.2pp |
| Employer contribution / active EE | $419 | $7,400-94.3% | $4,624-90.9% | $4,041-89.6% |
| Participant deferral / active EE | $7,052 | $9,699-27.3% | $8,004-11.9% | $3,962+78.0% |
| Admin fee / account holder | $443 | $215+106.3% | $14,398-96.9% | $352+25.9% |