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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,978 |
Service code 49 · EIN 27-4279115 | Other Services | $15,225 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $2,527 |
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 | $94,491 | $62,589+51.0% | $76,768+23.1% | $64,173+47.2% |
| Participation rate | 63.0% | 72.8%-9.8pp | 77.0%-13.9pp | 69.6%-6.5pp |
| Annual return | -5.48% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,599 | $1,832+41.9% | $2,485+4.6% | $2,381+9.2% |
| Participant deferral / active EE | $9,928 | $3,145+215.7% | $3,852+157.8% | $3,470+186.1% |
| Admin fee / account holder | $331 | $4,667-92.9% | $6,675-95.0% | $4,887-93.2% |