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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $20,902 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $20,650 |
PLANTECH, LLP3+ years Filed as: PLANTECH LLP Service code 13 · EIN 72-1386027 | Contract Administrator | $10,232 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-0532243 | Investment Management | $3,833 |
Filed as: THE RETIREMENT ADVANTAGE INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $2,270 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,996 | $39,948+5.1% | $89,435-53.0% | $73,412-42.8% |
| Participation rate | 40.1% | 50.4%-10.3pp | 68.0%-27.9pp | 72.2%-32.1pp |
| Annual return | 12.80% | 50.12%-37.3pp | 245.55%-232.8pp | 59.30%-46.5pp |
| Employer contribution / active EE | $1 | $1,200-99.9% | $2,587-99.9% | $2,234-99.9% |
| Participant deferral / active EE | $2,446 | $2,193+11.6% | $3,890-37.1% | $3,806-35.7% |
| Admin fee / account holder | $190 | $134+41.9% | $4,884-96.1% | $158+20.6% |