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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 | $90,107+12.0% | $182,262-44.6% | $69,733+44.7% |
| Participation rate | 98.3% | 64.8%+33.5pp | 84.2%+14.1pp | 62.5%+35.8pp |
| Annual return | 15.12% | 95.58%-80.5pp | 140.60%-125.5pp | 15.22%-0.1pp |
| Employer contribution / active EE | $12,055 | $3,043+296.2% | $5,046+138.9% | $2,250+435.7% |
| Participant deferral / active EE | $0 | $5,135-100.0% | $8,276-100.0% | $3,054-100.0% |
| Admin fee / account holder | $246 | $3,377-92.7% | $16,712-98.5% | $3,102-92.1% |