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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC6+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $93,355 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,900 |
RSM US LLP3 years Service code 10 · EIN 04-2071432 | Accounting | $17,500 |
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 | $621,902 | $136,307+356.3% | $177,821+249.7% | $73,488+746.3% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.7%+9.3pp | 70.7%+26.3pp |
| Annual return | 11.92% | 18.68%-6.8pp | 48.32%-36.4pp | 28.51%-16.6pp |
| Employer contribution / active EE | $24,286 | $3,712+554.2% | $5,918+310.3% | $2,270+969.8% |
| Participant deferral / active EE | $12,790 | $5,829+119.4% | $7,714+65.8% | $3,740+242.0% |
| Admin fee / account holder | $257 | $596-56.9% | $12,427-97.9% | $513-50.0% |