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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 | $81,457-1.0% | $103,378-22.0% | $80,911-0.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.55% | 25.58%-15.0pp | 24.91%-14.4pp | 35.63%-25.1pp |
| Employer contribution / active EE | $12,704 | $3,107+308.8% | $3,870+228.2% | $2,756+361.0% |
| Participant deferral / active EE | $6,018 | $3,871+55.5% | $5,058+19.0% | $4,297+40.0% |
| Admin fee / account holder | $492 | $6,717-92.7% | $8,401-94.1% | $6,935-92.9% |