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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $94,542 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $64,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,311 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,253 | $95,388+56.5% | $125,401+19.0% | $77,906+91.6% |
| Participation rate | 96.6% | 78.6%+18.0pp | 82.4%+14.2pp | 73.7%+22.9pp |
| Annual return | -18.04% | 116.19%-134.2pp | 572.53%-590.6pp | 12.16%-30.2pp |
| Employer contribution / active EE | $4,563 | $3,666+24.4% | $4,816-5.3% | $2,846+60.3% |
| Participant deferral / active EE | $17,984 | $7,711+133.2% | $7,448+141.4% | $4,805+274.2% |
| Admin fee / account holder | $81 | $119-32.0% | $10,008-99.2% | $133-39.0% |