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 |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $21,000 |
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,106 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $17,052 |
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).
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 | $117,451 | $78,428+49.8% | $95,960+22.4% | $79,852+47.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.69% | 19.37%-5.7pp | 91.63%-77.9pp | 31.72%-18.0pp |
| Employer contribution / active EE | $2,961 | $1,945+52.2% | $2,541+16.5% | $2,471+19.8% |
| Participant deferral / active EE | $9,665 | $3,440+181.0% | $4,167+132.0% | $3,740+158.4% |
| Admin fee / account holder | $469 | $5,622-91.7% | $6,797-93.1% | $5,306-91.2% |