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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 | $88,360-86.2% | $145,433-91.6% | $67,986-82.1% |
| Participation rate | 93.5% | 65.5%+28.0pp | 82.1%+11.4pp | 57.2%+36.3pp |
| Annual return | 0.00% | 63.15%-63.2pp | 66.58%-66.6pp | 31.67%-31.7pp |
| Employer contribution / active EE | $4,257 | $3,054+39.4% | $4,554-6.5% | $2,019+110.9% |
| Participant deferral / active EE | $5,511 | $5,932-7.1% | $7,897-30.2% | $3,358+64.1% |
| Admin fee / account holder | $8 | $3,313-99.7% | $13,129-99.9% | $3,203-99.7% |