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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBALINK SECURITIES Service code 55 3452 E FOOTHILL BLVD STE · PASADENA, CA 91107 | Other Commissions | $12,201 |
Service code 37 · EIN 04-2647786 | Loan Processing | $877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $96,801 | $59,535+62.6% | $90,161+7.4% | $62,293+55.4% |
| Participation rate | 64.7% | 73.0%-8.4pp | 76.9%-12.2pp | 69.5%-4.9pp |
| Annual return | 22.90% | 23.53%-0.6pp | 34.89%-12.0pp | 28.90%-6.0pp |
| Employer contribution / active EE | $3,470 | $1,826+90.1% | $3,318+4.6% | $2,042+69.9% |
| Participant deferral / active EE | $8,460 | $4,639+82.4% | $5,287+60.0% | $3,169+166.9% |
| Admin fee / account holder | $7 | $337-97.9% | $5,943-99.9% | $479-98.5% |