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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $106,480 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,336 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $513,252 | $100,041+413.0% | $149,718+242.8% | $70,131+631.8% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.1%+8.4pp | 69.5%+26.0pp |
| Annual return | 12.29% | 27.43%-15.1pp | 1501.63%-1489.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $24,773 | $3,662+576.6% | $5,445+355.0% | $2,342+957.6% |
| Participant deferral / active EE | $12,580 | $4,983+152.5% | $6,569+91.5% | $3,332+277.6% |
| Admin fee / account holder | $19 | $8,286-99.8% | $11,283-99.8% | $4,645-99.6% |