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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 99 · EIN 47-1411118 | Other Fees | $6,888 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,007 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,203 | $82,133-85.1% | $147,318-91.7% | $64,097-81.0% |
| Participation rate | 93.5% | 62.3%+31.2pp | 82.1%+11.4pp | 55.2%+38.3pp |
| Annual return | 0.00% | 78.78%-78.8pp | 70.43%-70.4pp | 34.64%-34.6pp |
| Employer contribution / active EE | $4,257 | $2,872+48.2% | $4,593-7.3% | $1,891+125.1% |
| Participant deferral / active EE | $5,511 | $5,407+1.9% | $7,906-30.3% | $3,080+78.9% |
| Admin fee / account holder | $8 | $3,730-99.8% | $13,708-99.9% | $3,454-99.8% |