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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $256,136 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT Service code 27 · EIN 47-1411118 | Advisory (Plan) | $67,125 |
Service code 28 · EIN 06-1055669 | Investment Management | $54,943 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $46,244-100.0% | $671,907-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 15.0%-15.0pp | 2.8%-2.8pp |
| Annual return | 57.74% | 16.32%+41.4pp | 10.76%+47.0pp | 16.32%+41.4pp |
| Employer contribution / active EE | $0 | $17,007-100.0% | $68,795-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $229-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $6,717-100.0% | $127-100.0% |