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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,501 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 | Advisory (Plan) | $21,542 |
GLOBAL RETIREMENT PARTNERS LLC4+ 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 | $27,053 | $46,332-41.6% | $143,799-81.2% | $64,819-58.3% |
| Participation rate | 38.8% | 64.2%-25.4pp | 80.3%-41.5pp | 71.5%-32.6pp |
| Annual return | -16.13% | -10.05%-6.1pp | -0.04%-16.1pp | 32.84%-49.0pp |
| Employer contribution / active EE | $750 | $1,911-60.7% | $4,952-84.9% | $2,507-70.1% |
| Participant deferral / active EE | $1,148 | $2,647-56.6% | $5,638-79.6% | $4,311-73.4% |
| Admin fee / account holder | $223 | $154+44.7% | $14,677-98.5% | $188+18.5% |