Filed August 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $10,648 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1375951 | Accounting | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,024 | $63,314-68.4% | $91,004-78.0% | $62,293-67.9% |
| Participation rate | 97.4% | 73.3%+24.1pp | 75.6%+21.8pp | 69.5%+27.9pp |
| Annual return | 15.89% | 21.00%-5.1pp | 4.60%+11.3pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,274 | $1,807-29.5% | $2,456-48.1% | $2,042-37.6% |
| Participant deferral / active EE | $2,455 | $2,944-16.6% | $3,548-30.8% | $3,169-22.5% |
| Admin fee / account holder | $66 | $468-85.8% | $5,417-98.8% | $479-86.1% |