Filed May 26, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,472 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,760 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,339 | $50,199+28.2% | $69,884-7.9% | $66,938-3.9% |
| Participation rate | 69.6% | 66.3%+3.3pp | 70.5%-0.8pp | 69.8%-0.2pp |
| Annual return | -12.33% | -13.85%+1.5pp | 190.81%-203.1pp | 1.58%-13.9pp |
| Employer contribution / active EE | $1,805 | $1,864-3.2% | $2,560-29.5% | $2,545-29.1% |
| Participant deferral / active EE | $6,618 | $3,112+112.6% | $3,848+72.0% | $4,238+56.1% |
| Admin fee / account holder | $300 | $600-49.9% | $6,266-95.2% | $594-49.4% |