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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $6,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,381 | $64,705-54.6% | $62,929-53.3% | $67,986-56.8% |
| Participation rate | 25.5% | 65.6%-40.1pp | 73.1%-47.6pp | 57.2%-31.7pp |
| Annual return | 11.19% | 20.31%-9.1pp | 1063.93%-1052.7pp | 31.67%-20.5pp |
| Employer contribution / active EE | $318 | $2,376-86.6% | $2,505-87.3% | $2,019-84.3% |
| Participant deferral / active EE | $1,096 | $3,198-65.7% | $3,888-71.8% | $3,358-67.4% |
| Admin fee / account holder | $181 | $1,428-87.3% | $5,065-96.4% | $3,203-94.3% |