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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,829 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 ATTN BLAKE THIBAULT · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,355 | $85,199+105.8% | $57,196+206.6% | $63,975+174.1% |
| Participation rate | 53.6% | 74.0%-20.5pp | 75.3%-21.8pp | 71.1%-17.6pp |
| Annual return | 10.39% | 10.43%0pp | 14.59%-4.2pp | 48.65%-38.3pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,683-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,753 | $3,109+85.1% | $3,096+85.8% | $3,356+71.4% |
| Admin fee / account holder | $33 | $39-14.7% | $3,141-99.0% | $70-53.2% |