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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,221 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Service code 27 | Advisory (Plan) | $25,587 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,575 | $50,919-51.7% | $155,556-84.2% | $77,762-68.4% |
| Participation rate | 70.0% | 63.1%+6.9pp | 78.2%-8.3pp | 70.6%-0.6pp |
| Annual return | 12.51% | 34.84%-22.3pp | 64.84%-52.3pp | 31.27%-18.8pp |
| Employer contribution / active EE | $1,298 | $1,991-34.8% | $4,675-72.2% | $2,728-52.4% |
| Participant deferral / active EE | $1,865 | $2,824-34.0% | $5,631-66.9% | $4,651-59.9% |
| Admin fee / account holder | $199 | $437-54.4% | $15,885-98.7% | $433-54.0% |