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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $10,342 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,791 | $64,729-16.9% | $112,263-52.1% | $68,490-21.5% |
| Participation rate | 74.7% | 67.2%+7.6pp | 75.1%-0.3pp | 67.9%+6.8pp |
| Annual return | -12.23% | -11.40%-0.8pp | 27.49%-39.7pp | -7.85%-4.4pp |
| Employer contribution / active EE | $821 | $2,746-70.1% | $3,636-77.4% | $2,597-68.4% |
| Participant deferral / active EE | $2,318 | $3,566-35.0% | $4,729-51.0% | $4,028-42.4% |
| Admin fee / account holder | $52 | $5,222-99.0% | $6,410-99.2% | $5,403-99.0% |