Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $113,731 |
Service code 27 · EIN 95-2506099 | Advisory (Plan) | $75,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,502 | $176,471-41.3% | $95,968+7.9% | $90,274+14.7% |
| Participation rate | 97.8% | 86.6%+11.3pp | 77.1%+20.8pp | 73.4%+24.5pp |
| Annual return | 15.43% | 20.15%-4.7pp | 91.65%-76.2pp | 53.97%-38.5pp |
| Employer contribution / active EE | $3,857 | $2,783+38.6% | $2,542+51.8% | $2,523+52.8% |
| Participant deferral / active EE | $8,203 | $5,325+54.0% | $4,167+96.9% | $4,231+93.9% |
| Admin fee / account holder | $76 | $154-50.9% | $6,798-98.9% | $114-33.7% |