Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,345 |
Filed as: FIDELITY INVESTMENTS INS. OPER. COM Service code 37 · EIN 04-2647786 | Loan Processing | $27,089 |
Filed as: FIDELITY INV INST OPER CO Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,006 | $54,213+51.3% | $93,696-12.5% | $77,736+5.5% |
| Participation rate | 25.7% | 64.0%-38.3pp | 68.7%-43.1pp | 70.6%-44.9pp |
| Annual return | 14.18% | 30.55%-16.4pp | 133.74%-119.6pp | 31.26%-17.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,328 | $3,145+5.8% | $4,417-24.6% | $4,651-28.4% |
| Admin fee / account holder | $363 | $575-36.9% | $8,287-95.6% | $433-16.3% |