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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $56,682 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $19,481 |
PRICEKUBECKA PLLC2 years Service code 15 · EIN 75-2783674 | Recordkeeping | $7,361 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,330 | $101,499-60.3% | $147,005-72.6% | $74,546-45.9% |
| Participation rate | 90.6% | 75.5%+15.0pp | 82.2%+8.4pp | 67.2%+23.4pp |
| Annual return | 15.39% | 8732.34%-8717.0pp | 418.76%-403.4pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $4,295 | $3,811+12.7% | $4,934-13.0% | $2,624+63.7% |
| Participant deferral / active EE | $3,497 | $7,304-52.1% | $8,070-56.7% | $4,347-19.6% |
| Admin fee / account holder | $49 | $1,748-97.2% | $13,006-99.6% | $1,944-97.5% |