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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $125,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $97,192 |
GBQ PARTNERS1 year Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $15,000 |
IGRAD1 year Filed as: IGRAD, LLC Service code 26 · EIN 26-4099061 2163 NEWCASTLE AVE #100 · CARDIFF, CA 92007 | Advisory (Participants) | $14,518 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,849 | $104,544-22.7% | $96,564-16.3% | $80,187+0.8% |
| Participation rate | 97.1% | 86.4%+10.7pp | 76.0%+21.1pp | 72.9%+24.2pp |
| Annual return | 19.71% | 21.79%-2.1pp | 25.89%-6.2pp | 40.40%-20.7pp |
| Employer contribution / active EE | $2,889 | $3,527-18.1% | $2,967-2.6% | $2,980-3.0% |
| Participant deferral / active EE | $5,811 | $6,170-5.8% | $4,852+19.8% | $5,016+15.9% |
| Admin fee / account holder | $66 | $107-38.3% | $8,256-99.2% | $145-54.6% |