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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $578,252 |
Service code 28 · EIN 06-1055669 | Investment Management | $79,010 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT Service code 27 · EIN 47-1411118 | Advisory (Plan) | $75,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $409,661-100.0% | $793,067-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 9.1%-9.1pp | 1.7%-1.7pp |
| Annual return | 16.31% | 627.08%-610.8pp | 10.21%+6.1pp | 627.08%-610.8pp |
| Employer contribution / active EE | $4,204 | $18,824-77.7% | $40,687-89.7% | $18,824-77.7% |
| Participant deferral / active EE | $0 | $418-100.0% | $0 | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $0 | $1,923-100.0% |