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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,939 |
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 | $72,789 | $60,795+19.7% | $69,464+4.8% | $65,185+11.7% |
| Participation rate | 93.1% | 74.9%+18.2pp | 74.6%+18.5pp | 70.2%+22.9pp |
| Annual return | 15.57% | 17.46%-1.9pp | 28.98%-13.4pp | 29.38%-13.8pp |
| Employer contribution / active EE | $1,817 | $2,452-25.9% | $2,779-34.6% | $2,177-16.5% |
| Participant deferral / active EE | $3,498 | $3,162+10.6% | $3,536-1.1% | $3,514-0.4% |
| Admin fee / account holder | $38 | $314-87.9% | $3,840-99.0% | $847-95.5% |