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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,903 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Service code 27 | Advisory (Plan) | $21,393 |
GLOBAL RETIREMENT PARTNERS LLC5+ 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 | $25,591 | $47,163-45.7% | $149,696-82.9% | $74,460-65.6% |
| Participation rate | 56.0% | 63.4%-7.4pp | 78.8%-22.8pp | 70.7%-14.7pp |
| Annual return | 16.28% | 22.75%-6.5pp | 134.46%-118.2pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,029 | $1,907-46.0% | $4,821-78.7% | $2,638-61.0% |
| Participant deferral / active EE | $1,395 | $2,730-48.9% | $5,682-75.4% | $4,530-69.2% |
| Admin fee / account holder | $193 | $343-43.6% | $13,212-98.5% | $348-44.4% |