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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $14,000 |
FID INV INST OPS CO7 years Service code 37 · EIN 04-2647786 | Loan Processing | $4,217 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $600 |
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 | $214,953 | $113,568+89.3% | $67,560+218.2% | $200,096+7.4% |
| Participation rate | 65.6% | 73.3%-7.8pp | 72.9%-7.4pp | 72.0%-6.5pp |
| Annual return | 15.99% | 15.88%+0.1pp | 3533.50%-3517.5pp | 34.26%-18.3pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,737-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $9,843 | $4,163+136.4% | $4,004+145.8% | $5,090+93.4% |
| Admin fee / account holder | $8 | $102-91.9% | $3,994-99.8% | $269-96.9% |