Filed April 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $50,849 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,537 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $25,381 |
BKD, LLP1+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $13,300 |
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 | $45,765 | $37,039+23.6% | $147,618-69.0% | $59,188-22.7% |
| Participation rate | 84.0% | 63.8%+20.2pp | 84.6%-0.6pp | 69.4%+14.6pp |
| Annual return | 1.82% | 7.19%-5.4pp | 61.98%-60.2pp | 5.51%-3.7pp |
| Employer contribution / active EE | $623 | $1,353-53.9% | $5,564-88.8% | $2,098-70.3% |
| Participant deferral / active EE | $4,014 | $2,094+91.7% | $4,895-18.0% | $3,265+23.0% |
| Admin fee / account holder | $12 | $60-80.3% | $11,612-99.9% | $92-87.1% |