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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $33,829 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $14,144 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,637 | $42,367-8.8% | $79,583-51.5% | $64,824-40.4% |
| Participation rate | 43.6% | 64.7%-21.1pp | 69.5%-25.9pp | 71.5%-27.9pp |
| Annual return | 51.30% | -12.24%+63.5pp | 0.16%+51.1pp | 32.84%+18.5pp |
| Employer contribution / active EE | $294 | $1,181-75.1% | $2,414-87.8% | $2,507-88.3% |
| Participant deferral / active EE | $2,447 | $3,168-22.8% | $3,986-38.6% | $4,311-43.2% |
| Admin fee / account holder | $4 | $160-97.6% | $6,835-99.9% | $188-97.9% |