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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $41,994 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $518 |
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 | $100,892 | $88,360+14.2% | $145,433-30.6% | $67,986+48.4% |
| Participation rate | 98.3% | 65.5%+32.8pp | 82.1%+16.2pp | 57.2%+41.1pp |
| Annual return | 15.12% | 63.15%-48.0pp | 66.58%-51.5pp | 31.67%-16.5pp |
| Employer contribution / active EE | $12,055 | $3,054+294.7% | $4,554+164.7% | $2,019+497.1% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $246 | $3,313-92.6% | $13,129-98.1% | $3,203-92.3% |