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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $38,769 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $33,681 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,564 | $70,083-29.3% | $59,887-17.2% | $55,725-11.1% |
| Participation rate | 86.2% | 78.4%+7.9pp | 74.7%+11.5pp | 70.9%+15.4pp |
| Annual return | -6.54% | 3.13%-9.7pp | 3.46%-10.0pp | 244.93%-251.5pp |
| Employer contribution / active EE | $6,169 | $2,878+114.3% | $2,722+126.6% | $2,078+196.9% |
| Participant deferral / active EE | $4,997 | $3,079+62.3% | $3,402+46.9% | $3,356+48.9% |
| Admin fee / account holder | $4 | $70-94.0% | $3,591-99.9% | $115-96.3% |