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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,663 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $14,700 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,033 | $64,909+47.9% | $82,312+16.7% | $62,293+54.2% |
| Participation rate | 62.4% | 74.9%-12.5pp | 76.9%-14.5pp | 69.5%-7.1pp |
| Annual return | 17.15% | 21.18%-4.0pp | 25.88%-8.7pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,862 | $1,676+11.1% | $2,428-23.3% | $2,042-8.8% |
| Participant deferral / active EE | $6,459 | $3,103+108.1% | $3,706+74.3% | $3,169+103.8% |
| Admin fee / account holder | $320 | $440-27.2% | $5,608-94.3% | $479-33.2% |