Filed August 11, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2530412 | Other Fees | $11,443 |
MP P.C.3 years Service code 99 · EIN 77-7000777 | Other Fees | $11,050 |
PARADISE COPIES LLC1 year Service code 99 · EIN 04-3058359 | Other Fees | $10,272 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $10,000 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 99-1240115 | Other Fees | $5,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,053 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,210 | $113,568+64.8% | $67,561+177.1% | $199,921-6.4% |
| Participation rate | 74.4% | 73.3%+1.1pp | 72.9%+1.5pp | 72.0%+2.4pp |
| Annual return | 12.93% | 15.88%-3.0pp | 3525.44%-3512.5pp | 34.28%-21.4pp |
| Employer contribution / active EE | $6,062 | $3,409+77.8% | $2,735+121.7% | $3,035+99.7% |
| Participant deferral / active EE | $4,522 | $4,163+8.6% | $4,003+13.0% | $5,089-11.1% |
| Admin fee / account holder | $55 | $102-46.6% | $4,006-98.6% | $269-79.7% |