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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $149,870 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $105,000 |
CROWE LLP5 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $13,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,982 | $144,879-18.6% | $111,319+6.0% | $93,010+26.8% |
| Participation rate | 88.1% | 86.1%+2.0pp | 77.3%+10.8pp | 73.9%+14.2pp |
| Annual return | 14.61% | 18.11%-3.5pp | 54.68%-40.1pp | 158.70%-144.1pp |
| Employer contribution / active EE | $3,084 | $3,052+1.0% | $2,732+12.9% | $2,705+14.0% |
| Participant deferral / active EE | $6,578 | $5,576+18.0% | $4,488+46.6% | $4,561+44.2% |
| Admin fee / account holder | $103 | $104-0.5% | $7,966-98.7% | $152-32.1% |