Filed May 30, 1996 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,720 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,732 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,020 | $57,921-20.5% | $84,753-45.7% | $57,658-20.2% |
| Participation rate | 68.8% | 72.9%-4.1pp | 76.6%-7.7pp | 70.2%-1.4pp |
| Annual return | 6.57% | 10.24%-3.7pp | 22.78%-16.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $131 | $2,598-95.0% | $3,574-96.3% | $1,974-93.4% |
| Participant deferral / active EE | $1,127 | $2,742-58.9% | $3,712-69.6% | $3,061-63.2% |
| Admin fee / account holder | $118 | $130-9.0% | $5,333-97.8% | $95+24.9% |