Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $83,901 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $37,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,340 | $122,219+158.8% | $147,096+115.1% | $199,921+58.2% |
| Participation rate | 91.8% | 78.3%+13.5pp | 82.2%+9.6pp | 72.0%+19.8pp |
| Annual return | 18.55% | 30.59%-12.0pp | 419.75%-401.2pp | 34.28%-15.7pp |
| Employer contribution / active EE | $10,953 | $4,096+167.4% | $4,936+121.9% | $3,035+260.8% |
| Participant deferral / active EE | $13,382 | $8,503+57.4% | $8,071+65.8% | $5,089+163.0% |
| Admin fee / account holder | $53 | $179-70.2% | $13,005-99.6% | $269-80.2% |