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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $28,609 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,656 | $81,487-1.0% | $102,412-21.2% | $80,935-0.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.55% | 25.60%-15.0pp | 24.94%-14.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $12,704 | $3,103+309.4% | $3,870+228.3% | $2,757+360.8% |
| Participant deferral / active EE | $6,018 | $3,871+55.5% | $5,060+18.9% | $4,299+40.0% |
| Admin fee / account holder | $492 | $6,717-92.7% | $8,388-94.1% | $6,924-92.9% |