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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $15,050 |
Filed as: VOYA RETIREMENT AND ANNUITY CO. Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,354 | $44,714+23.8% | $91,225-39.3% | $66,938-17.3% |
| Participation rate | 35.7% | 65.0%-29.3pp | 73.2%-37.5pp | 69.8%-34.1pp |
| Annual return | -15.40% | -12.25%-3.1pp | 114.12%-129.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $725 | $1,710-57.6% | $2,851-74.6% | $2,545-71.5% |
| Participant deferral / active EE | $1,450 | $3,355-56.8% | $4,233-65.8% | $4,238-65.8% |
| Admin fee / account holder | $50 | $521-90.4% | $5,422-99.1% | $594-91.6% |