Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,238 |
Filed as: GLOBAL RETIREMENT PARTNE Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,794 |
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 | $72,107 | $51,466+40.1% | $78,778-8.5% | $62,293+15.8% |
| Participation rate | 88.8% | 59.8%+29.0pp | 69.2%+19.6pp | 69.5%+19.3pp |
| Annual return | 16.70% | 19.96%-3.3pp | 35.62%-18.9pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,239 | $827+49.7% | $1,986-37.6% | $2,042-39.3% |
| Participant deferral / active EE | $4,034 | $2,147+87.8% | $2,958+36.3% | $3,169+27.3% |
| Admin fee / account holder | $241 | $489-50.8% | $5,134-95.3% | $479-49.8% |