Filed March 11, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 49 · EIN 95-2868024 | Other Services | $53,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,297 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,358 | $71,802+18.9% | $133,975-36.3% | $57,658+48.0% |
| Participation rate | 97.7% | 85.5%+12.2pp | 87.1%+10.6pp | 70.2%+27.5pp |
| Annual return | 7.44% | 13.51%-6.1pp | 29.29%-21.9pp | 5.13%+2.3pp |
| Employer contribution / active EE | $3,364 | $3,161+6.4% | $5,211-35.4% | $1,974+70.4% |
| Participant deferral / active EE | $5,823 | $4,606+26.4% | $6,282-7.3% | $3,061+90.2% |
| Admin fee / account holder | $18 | $88-79.0% | $9,324-99.8% | $95-80.5% |