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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,847 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,817 | $60,607+16.8% | $189,557-62.6% | $86,799-18.4% |
| Participation rate | 23.2% | 68.9%-45.7pp | 78.4%-55.2pp | 72.3%-49.1pp |
| Annual return | 10.22% | 65.18%-55.0pp | 64.17%-54.0pp | 97.91%-87.7pp |
| Employer contribution / active EE | $500 | $1,626-69.2% | $4,412-88.7% | $2,405-79.2% |
| Participant deferral / active EE | $1,072 | $3,895-72.5% | $6,174-82.6% | $4,131-74.1% |
| Admin fee / account holder | $381 | $159+140.0% | $9,807-96.1% | $170+124.7% |