Filed May 26, 2022 (most recent of 2 filings on file)
Total covered: 71 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$207,109 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,527 | $111,608+75.2% | $177,821+10.0% | $73,409+166.4% |
| Participation rate | 99.3% | 87.9%+11.4pp | 87.7%+11.6pp | 72.2%+27.1pp |
| Annual return | 15.97% | 18.23%-2.3pp | 48.32%-32.4pp | 59.29%-43.3pp |
| Employer contribution / active EE | $6,518 | $3,796+71.7% | $5,918+10.1% | $2,234+191.8% |
| Participant deferral / active EE | $7,615 | $6,199+22.8% | $7,714-1.3% | $3,805+100.1% |
| Admin fee / account holder | -$129 | $166-177.6% | $12,427-101.0% | $158-181.4% |