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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $33,017 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 99 · EIN 20-8874282 | Other Fees | $27,299 |
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 | $30,863 | $66,601-53.7% | $92,909-66.8% | $67,579-54.3% |
| Participation rate | 85.6% | 72.5%+13.1pp | 76.0%+9.6pp | 71.3%+14.3pp |
| Annual return | 99.81% | 92.58%+7.2pp | 109.44%-9.6pp | 378.56%-278.7pp |
| Employer contribution / active EE | $1,264 | $2,775-54.5% | $3,653-65.4% | $2,148-41.2% |
| Participant deferral / active EE | $2,676 | $3,157-15.2% | $4,238-36.9% | $3,539-24.4% |
| Admin fee / account holder | $26 | $199-87.0% | $5,795-99.6% | $142-81.9% |