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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $9,514 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,277 | $69,383-24.7% | $101,275-48.4% | $73,497-28.9% |
| Participation rate | 82.6% | 68.4%+14.2pp | 75.8%+6.8pp | 70.7%+11.9pp |
| Annual return | 11.67% | 18.46%-6.8pp | 46.48%-34.8pp | 28.51%-16.8pp |
| Employer contribution / active EE | $716 | $2,628-72.8% | $3,660-80.4% | $2,270-68.5% |
| Participant deferral / active EE | $1,952 | $3,301-40.9% | $4,371-55.3% | $3,740-47.8% |
| Admin fee / account holder | $32 | $704-95.5% | $5,948-99.5% | $513-93.8% |