Filed November 2, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,500 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $13,750 |
Service code 16 · EIN 04-2530412 | Consulting | $8,729 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$5,889 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,218 | $52,507+66.1% | $129,406-32.6% | $74,478+17.1% |
| Participation rate | 86.6% | 53.9%+32.7pp | 69.6%+17.0pp | 67.2%+19.4pp |
| Annual return | 13.10% | 15.64%-2.5pp | 9468.18%-9455.1pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $4,437 | $1,534+189.2% | $4,155+6.8% | $2,626+68.9% |
| Participant deferral / active EE | $7,219 | $2,801+157.8% | $4,167+73.2% | $4,350+65.9% |
| Admin fee / account holder | $125 | $2,639-95.3% | $7,689-98.4% | $1,946-93.6% |