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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $11,299 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,128 | $77,677-25.2% | $109,173-46.8% | $79,391-26.8% |
| Participation rate | 78.4% | 67.8%+10.6pp | 75.9%+2.6pp | 70.7%+7.7pp |
| Annual return | 12.14% | 23.44%-11.3pp | 25.75%-13.6pp | 116.88%-104.7pp |
| Employer contribution / active EE | $809 | $2,798-71.1% | $3,723-78.3% | $2,428-66.7% |
| Participant deferral / active EE | $2,103 | $3,517-40.2% | $4,654-54.8% | $4,046-48.0% |
| Admin fee / account holder | $52 | $732-92.9% | $6,755-99.2% | $627-91.6% |