Filed April 17, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $36,907 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 10 · EIN 47-1411118 | Accounting | $30,675 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $15,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,937 | $64,909+78.6% | $82,312+40.9% | $62,293+86.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.54% | 21.18%-0.6pp | 25.88%-5.3pp | 28.90%-8.4pp |
| Employer contribution / active EE | $3,284 | $1,676+95.9% | $2,428+35.2% | $2,042+60.8% |
| Participant deferral / active EE | $11,659 | $3,103+275.7% | $3,706+214.6% | $3,169+267.9% |
| Admin fee / account holder | $601 | $440+36.7% | $5,608-89.3% | $479+25.3% |