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 | $20,000 |
MP P.C.1 year Service code 99 · EIN 77-7000777 | Other Fees | $8,600 |
Service code 99 · EIN 04-2530412 | Other Fees | $7,556 |
Filed as: GLOBAL RETIREE PARTNERS, LLC Service code 99 · EIN 55-5000555 | Other Fees | $5,000 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,188 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,265 | $98,780+62.2% | $60,919+163.1% | $77,906+105.7% |
| Participation rate | 70.9% | 76.7%-5.8pp | 73.1%-2.2pp | 73.7%-2.8pp |
| Annual return | -13.50% | -11.56%-1.9pp | 16.98%-30.5pp | 12.16%-25.7pp |
| Employer contribution / active EE | $5,300 | $3,605+47.0% | $2,704+96.0% | $2,846+86.2% |
| Participant deferral / active EE | $4,264 | $4,200+1.5% | $3,814+11.8% | $4,805-11.3% |
| Admin fee / account holder | $44 | $89-50.5% | $3,226-98.6% | $133-66.9% |