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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $8,852 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,852 | $63,114-19.4% | $92,915-45.3% | $65,186-22.0% |
| Participation rate | 75.4% | 68.8%+6.7pp | 76.0%-0.6pp | 70.2%+5.2pp |
| Annual return | 16.48% | 28.75%-12.3pp | 109.45%-93.0pp | 29.39%-12.9pp |
| Employer contribution / active EE | $654 | $2,571-74.6% | $3,653-82.1% | $2,177-69.9% |
| Participant deferral / active EE | $1,833 | $3,108-41.0% | $4,238-56.7% | $3,514-47.8% |
| Admin fee / account holder | $41 | $624-93.5% | $5,796-99.3% | $847-95.2% |