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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,843 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $10,421 |
Service code 13 · EIN 81-3989034 | Contract Administrator | $3,982 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $317 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,576 | $45,602-52.7% | $117,533-81.6% | $66,938-67.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 70.6%+29.4pp | 69.8%+30.2pp |
| Annual return | -16.24% | -16.74%+0.5pp | 29.77%-46.0pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,374 | $1,579+50.4% | $4,179-43.2% | $2,545-6.7% |
| Participant deferral / active EE | $1,486 | $2,845-47.8% | $4,072-63.5% | $4,238-64.9% |
| Admin fee / account holder | $137 | $661-79.2% | $5,647-97.6% | $594-76.9% |