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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $47,794 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 | Consulting | $24,188 |
Filed as: GLOBAL RETIREMENT PARTNER Service code 16 · EIN 47-1411118 | Consulting | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $83,691 | $48,284+73.3% | $67,524+23.9% | $80,911+3.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.35% | 18.27%-4.9pp | 3519.41%-3506.1pp | 35.63%-22.3pp |
| Employer contribution / active EE | $3,904 | $2,021+93.1% | $2,734+42.8% | $2,756+41.7% |
| Participant deferral / active EE | $9,321 | $2,927+218.5% | $4,001+132.9% | $4,297+116.9% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |