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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 20 NORTH MAIN STREET · PEARL RIVER, NY 10965 | Advisory (Plan) | $85,112 |
Service code 10 · EIN 13-4008324 | Accounting | $35,000 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,176 |
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 | $96,768 | $78,419+23.4% | $133,978-27.8% | $73,412+31.8% |
| Participation rate | 99.3% | 78.6%+20.7pp | 79.8%+19.4pp | 72.2%+27.1pp |
| Annual return | 16.90% | 33.35%-16.5pp | 45.10%-28.2pp | 59.30%-42.4pp |
| Employer contribution / active EE | $2,257 | $2,044+10.4% | $3,919-42.4% | $2,234+1.0% |
| Participant deferral / active EE | $6,126 | $3,925+56.1% | $5,047+21.4% | $3,806+61.0% |
| Admin fee / account holder | $205 | $161+27.3% | $8,930-97.7% | $158+30.1% |