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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,597 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,086 | $55,446-20.5% | $155,574-71.7% | $74,429-40.8% |
| Participation rate | 69.7% | 61.9%+7.8pp | 78.2%-8.6pp | 67.2%+2.4pp |
| Annual return | 0.00% | 269.20%-269.2pp | 64.87%-64.9pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $2,507 | $2,266+10.6% | $4,676-46.4% | $2,625-4.5% |
| Participant deferral / active EE | $6,910 | $2,836+143.7% | $5,629+22.8% | $4,348+58.9% |
| Admin fee / account holder | $220 | $1,743-87.4% | $15,914-98.6% | $1,944-88.7% |