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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $15,904 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,456 | $55,423+5.5% | $155,602-62.4% | $74,400-21.4% |
| Participation rate | 42.3% | 61.9%-19.6pp | 78.2%-35.9pp | 67.2%-24.9pp |
| Annual return | 12.94% | 269.07%-256.1pp | 64.81%-51.9pp | 1367.51%-1354.6pp |
| Employer contribution / active EE | $744 | $2,266-67.2% | $4,675-84.1% | $2,624-71.7% |
| Participant deferral / active EE | $2,328 | $2,835-17.9% | $5,629-58.6% | $4,348-46.5% |
| Admin fee / account holder | $153 | $1,744-91.2% | $15,923-99.0% | $1,944-92.1% |