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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $100,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $94,809 |
CROWE LLP6 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $29,400 |
IGRAD1 year Filed as: IGRAD INC Service code 26 · EIN 26-4099061 2163 NEWCASTLE AVE #100 · CARDIFF, CA 92007 | Advisory (Participants) | $16,460 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,358 | $130,052-38.2% | $86,717-7.3% | $77,906+3.1% |
| Participation rate | 88.2% | 85.9%+2.3pp | 76.6%+11.6pp | 73.7%+14.5pp |
| Annual return | -16.03% | -12.73%-3.3pp | 35.97%-52.0pp | 12.16%-28.2pp |
| Employer contribution / active EE | $2,318 | $3,214-27.9% | $2,837-18.3% | $2,846-18.6% |
| Participant deferral / active EE | $4,933 | $5,741-14.1% | $4,657+5.9% | $4,805+2.7% |
| Admin fee / account holder | $76 | $132-42.5% | $7,494-99.0% | $133-42.8% |