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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $47,780 |
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,500 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,188 | $105,200+139.7% | $159,474+58.1% | $85,847+193.8% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 16.79% | 45.08%-28.3pp | 263.68%-246.9pp | 318.61%-301.8pp |
| Employer contribution / active EE | $8,393 | $3,319+152.9% | $4,831+73.7% | $2,565+227.2% |
| Participant deferral / active EE | $18,060 | $5,946+203.8% | $7,353+145.6% | $3,952+357.0% |
| Admin fee / account holder | $518 | $6,934-92.5% | $10,802-95.2% | $6,261-91.7% |