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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,000 |
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 | $67,640 | $55,002+23.0% | $59,899+12.9% | $56,289+20.2% |
| Participation rate | 93.1% | 75.9%+17.1pp | 74.7%+18.4pp | 69.9%+23.2pp |
| Annual return | -1.90% | 1.13%-3.0pp | 3.46%-5.4pp | -9.96%+8.1pp |
| Employer contribution / active EE | $1,907 | $2,448-22.1% | $2,723-30.0% | $2,111-9.7% |
| Participant deferral / active EE | $3,760 | $3,121+20.5% | $3,402+10.5% | $3,350+12.2% |
| Admin fee / account holder | $10 | $236-95.6% | $3,592-99.7% | $521-98.0% |