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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $124,854 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $75,000 |
GBQ PARTNERS2 years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $15,750 |
IGRAD1 year Filed as: IGRAD LLC Service code 26 · EIN 26-4099061 | Advisory (Participants) | $15,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,069 | $110,258-32.8% | $102,460-27.7% | $200,096-63.0% |
| Participation rate | 94.9% | 86.3%+8.6pp | 76.5%+18.4pp | 72.0%+22.9pp |
| Annual return | 16.45% | 35.78%-19.3pp | 29.47%-13.0pp | 34.26%-17.8pp |
| Employer contribution / active EE | $2,676 | $3,605-25.8% | $3,025-11.5% | $3,038-11.9% |
| Participant deferral / active EE | $5,214 | $6,377-18.2% | $5,056+3.1% | $5,090+2.4% |
| Admin fee / account holder | $47 | $122-61.3% | $9,460-99.5% | $269-82.4% |