Filed September 1, 2015 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $20,000 |
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 | $127,237 | $70,083+81.6% | $59,899+112.4% | $55,727+128.3% |
| Participation rate | 96.4% | 78.4%+18.1pp | 74.7%+21.7pp | 70.9%+25.6pp |
| Annual return | -2.34% | 3.13%-5.5pp | 3.46%-5.8pp | 244.94%-247.3pp |
| Employer contribution / active EE | $4,620 | $2,878+60.5% | $2,723+69.7% | $2,078+122.3% |
| Participant deferral / active EE | $5,122 | $3,079+66.4% | $3,403+50.5% | $3,356+52.6% |
| Admin fee / account holder | $14 | $70-80.2% | $3,592-99.6% | $115-87.9% |