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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $171,853 |
GLOBAL RETIREMENT PARTNERS LLC8+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $66,538 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,741 | $45,959-28.8% | $91,225-64.1% | $77,906-58.0% |
| Participation rate | 97.9% | 66.3%+31.6pp | 73.2%+24.7pp | 73.7%+24.2pp |
| Annual return | -17.43% | -5.32%-12.1pp | 114.12%-131.5pp | 12.16%-29.6pp |
| Employer contribution / active EE | $2,196 | $1,451+51.4% | $2,851-23.0% | $2,846-22.8% |
| Participant deferral / active EE | $3,985 | $3,283+21.4% | $4,233-5.9% | $4,805-17.1% |
| Admin fee / account holder | $140 | $99+42.0% | $5,422-97.4% | $133+5.8% |