Filed May 16, 2023 (most recent of 4 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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $4,625 |
Filed as: THE ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 | Other Fees | $4,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,124 | $91,695-32.2% | $67,575-8.1% | $77,736-20.1% |
| Participation rate | 36.6% | 76.0%-39.4pp | 72.9%-36.3pp | 70.6%-34.0pp |
| Annual return | 13.61% | 14.88%-1.3pp | 3528.98%-3515.4pp | 31.26%-17.7pp |
| Employer contribution / active EE | $1,366 | $3,189-57.2% | $2,736-50.1% | $2,728-49.9% |
| Participant deferral / active EE | $1,688 | $3,912-56.8% | $4,003-57.8% | $4,651-63.7% |
| Admin fee / account holder | $123 | $245-49.8% | $3,993-96.9% | $433-71.6% |