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 26 · EIN 47-1411118 | Advisory (Participants) | $15,781 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $12,501 |
Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,754 | $52,293-56.5% | $178,498-87.3% | $73,412-69.0% |
| Participation rate | 36.5% | 65.3%-28.9pp | 81.9%-45.4pp | 72.2%-35.7pp |
| Annual return | 19.44% | 34.75%-15.3pp | 151.09%-131.7pp | 59.30%-39.9pp |
| Employer contribution / active EE | $373 | $1,735-78.5% | $5,011-92.6% | $2,234-83.3% |
| Participant deferral / active EE | $1,180 | $2,332-49.4% | $5,202-77.3% | $3,806-69.0% |
| Admin fee / account holder | $81 | $127-36.1% | $13,985-99.4% | $158-48.5% |