Filed August 11, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MP P.C.2 years Service code 99 · EIN 77-7000777 | Other Fees | $22,900 |
Service code 99 · EIN 04-2530412 | Other Fees | $17,771 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $15,000 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,103 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,867 | $105,179+66.3% | $64,110+172.8% | $80,187+118.1% |
| Participation rate | 74.8% | 73.5%+1.2pp | 72.3%+2.4pp | 72.9%+1.8pp |
| Annual return | 15.76% | 20.34%-4.6pp | 33.75%-18.0pp | 40.40%-24.6pp |
| Employer contribution / active EE | $5,796 | $3,311+75.1% | $2,751+110.7% | $2,980+94.5% |
| Participant deferral / active EE | $4,479 | $4,020+11.4% | $3,883+15.4% | $5,016-10.7% |
| Admin fee / account holder | $55 | $113-51.7% | $3,071-98.2% | $145-62.3% |