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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 | $75,058+34.4% | $152,301-33.8% | $64,340+56.8% |
| Participation rate | 98.3% | 60.9%+37.4pp | 82.4%+15.8pp | 55.2%+43.0pp |
| Annual return | 15.12% | 29.93%-14.8pp | 80.50%-65.4pp | 24.14%-9.0pp |
| Employer contribution / active EE | $12,055 | $2,605+362.8% | $4,624+160.7% | $1,862+547.5% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $8,004-100.0% | $2,980-100.0% |
| Admin fee / account holder | $246 | $4,050-93.9% | $14,398-98.3% | $3,703-93.4% |