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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,303 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,444 | $94,833-47.9% | $75,717-34.7% | $86,813-43.0% |
| Participation rate | 64.2% | 79.1%-14.9pp | 74.8%-10.6pp | 72.3%-8.1pp |
| Annual return | 35.88% | 16.91%+19.0pp | 104.58%-68.7pp | 97.93%-62.0pp |
| Employer contribution / active EE | $1,684 | $2,904-42.0% | $2,743-38.6% | $2,406-30.0% |
| Participant deferral / active EE | $3,264 | $3,632-10.1% | $3,821-14.6% | $4,131-21.0% |
| Admin fee / account holder | $226 | $109+108.1% | $3,619-93.8% | $170+33.3% |