Filed June 26, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 101 FEDERAL STREET SUITE 1900 · BOSTON, MA 021101861 | Advisory (Plan) | $12,375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,819 | $92,091+80.1% | $63,018+163.1% | $77,958+112.7% |
| Participation rate | 99.3% | 74.5%+24.9pp | 74.8%+24.5pp | 71.6%+27.7pp |
| Annual return | 12.34% | 16.23%-3.9pp | 87.63%-75.3pp | 20.87%-8.5pp |
| Employer contribution / active EE | $7,077 | $3,424+106.7% | $2,761+156.3% | $2,310+206.3% |
| Participant deferral / active EE | $5,579 | $3,361+66.0% | $3,330+67.6% | $3,537+57.8% |
| Admin fee / account holder | $7 | $48-85.5% | $3,601-99.8% | $97-92.8% |