Filed August 11, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $20,375 |
N&K CPAS, INC.1 year Filed as: MP CPAS Service code 99 · EIN 33-3000333 | Other Fees | $17,720 |
Service code 99 · EIN 04-2530413 | Other Fees | $10,927 |
ALLIED PRINTING SERVICES1 year Filed as: ALLIED PRINTING SERVICES, INC. Service code 99 · EIN 11-1000111 | Other Fees | $6,915 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,193 |
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 | $186,336 | $105,581+76.5% | $70,492+164.3% | $90,274+106.4% |
| Participation rate | 84.3% | 77.5%+6.8pp | 75.1%+9.2pp | 73.4%+10.9pp |
| Annual return | 13.67% | 14.78%-1.1pp | 109.16%-95.5pp | 53.97%-40.3pp |
| Employer contribution / active EE | $6,312 | $3,304+91.1% | $2,738+130.5% | $2,523+150.1% |
| Participant deferral / active EE | $4,929 | $3,813+29.3% | $3,711+32.8% | $4,231+16.5% |
| Admin fee / account holder | $103 | $68+52.3% | $3,848-97.3% | $114-9.9% |