Filed June 26, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 101 FEDERAL STREET SUITE 1900 · BOSTON, MA 021101861 | Advisory (Plan) | $16,500 |
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 | $170,641 | $87,173+95.7% | $59,899+184.9% | $75,289+126.6% |
| Participation rate | 94.8% | 74.5%+20.3pp | 74.7%+20.1pp | 72.4%+22.3pp |
| Annual return | 8.59% | -2.14%+10.7pp | 3.46%+5.1pp | -0.04%+8.6pp |
| Employer contribution / active EE | $6,466 | $3,473+86.2% | $2,723+137.5% | $2,405+168.9% |
| Participant deferral / active EE | $5,004 | $3,379+48.1% | $3,403+47.1% | $3,739+33.8% |
| Admin fee / account holder | $10 | $75-86.7% | $3,592-99.7% | $102-90.3% |