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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $47,003 |
Filed as: CONCIERGE RETIREMENT SERVICES INC Service code 49 7 RYE RIDGE PLAZA · RYE BROOK, NY 10573 | Other Services | $9,266 |
Filed as: VOYA RETIREMENT INSURANCE AND ANN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,747 | $65,390+165.7% | $169,368+2.6% | $71,457+143.1% |
| Participation rate | 49.2% | 67.0%-17.8pp | 77.1%-28.0pp | 67.9%-18.8pp |
| Annual return | 14.20% | 21.31%-7.1pp | 405.60%-391.4pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,377 | $2,079-33.7% | $4,013-65.7% | $2,588-46.8% |
| Participant deferral / active EE | $6,870 | $4,367+57.3% | $6,221+10.4% | $4,289+60.2% |
| Admin fee / account holder | $88 | $1,324-93.3% | $9,003-99.0% | $1,587-94.4% |