Filed April 2, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $58,536 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $56,089 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,109 | $69,305-6.1% | $82,313-20.9% | $69,631-6.5% |
| Participation rate | 68.8% | 80.3%-11.4pp | 76.9%-8.1pp | 70.7%-1.9pp |
| Annual return | 15.80% | 21.47%-5.7pp | 25.88%-10.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,848 | $1,887-2.1% | $2,428-23.9% | $2,032-9.1% |
| Participant deferral / active EE | $3,502 | $3,568-1.9% | $3,706-5.5% | $3,224+8.6% |
| Admin fee / account holder | $389 | $97+299.8% | $5,608-93.1% | $110+251.8% |