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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $32,956 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $16,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,484 | $65,322-13.5% | $70,476-19.9% | $73,493-23.1% |
| Participation rate | 59.1% | 77.0%-17.8pp | 75.1%-15.9pp | 70.7%-11.5pp |
| Annual return | 17.00% | 15.71%+1.3pp | 109.12%-92.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $931 | $2,460-62.1% | $2,738-66.0% | $2,270-59.0% |
| Participant deferral / active EE | $3,105 | $3,375-8.0% | $3,710-16.3% | $3,740-17.0% |
| Admin fee / account holder | $3 | $214-98.4% | $3,847-99.9% | $513-99.3% |