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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $20,234 |
Filed as: WILLSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,226 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $926 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,242 | $73,102-34.0% | $123,553-61.0% | $56,289-14.3% |
| Participation rate | 79.8% | 74.3%+5.5pp | 82.3%-2.5pp | 69.9%+10.0pp |
| Annual return | -6.72% | 3.01%-9.7pp | 119.21%-125.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,433 | $5,423-18.3% | $6,426-31.0% | $3,350+32.3% |
| Admin fee / account holder | $342 | $554-38.2% | $9,284-96.3% | $521-34.4% |