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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,232 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,244 | $80,177-33.6% | $123,894-57.0% | $57,658-7.7% |
| Participation rate | 60.9% | 74.4%-13.5pp | 81.4%-20.5pp | 70.2%-9.3pp |
| Annual return | 27.52% | 17.90%+9.6pp | 47.52%-20.0pp | 5.13%+22.4pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,046 | $5,130+56.8% | $5,984+34.5% | $3,061+162.9% |
| Admin fee / account holder | $27 | $106-74.8% | $8,357-99.7% | $95-71.7% |