Filed May 20, 2004
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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $65,473 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,229 |
KSJG, LLP2 years Filed as: KUSHNER, SMITH, JOANOU & GREGSON Service code 10 · EIN 95-3322166 | Accounting | $7,500 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $17,373 | $37,196-53.3% | $154,114-88.7% | $55,725-68.8% |
| Participation rate | 75.0% | 64.1%+10.9pp | 83.0%-8.0pp | 70.9%+4.1pp |
| Annual return | 3.91% | 1319.68%-1315.8pp | 735.16%-731.3pp | 244.93%-241.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $146 | $102+44.2% | $13,411-98.9% | $115+27.2% |