Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $55,107 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $50,306 |
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 | $62,439 | $95,542-34.6% | $69,461-10.1% | $67,579-7.6% |
| Participation rate | 87.1% | 79.4%+7.8pp | 74.6%+12.5pp | 71.3%+15.9pp |
| Annual return | 26.56% | 17.67%+8.9pp | 28.97%-2.4pp | 378.56%-352.0pp |
| Employer contribution / active EE | $6,921 | $2,989+131.6% | $2,779+149.0% | $2,148+222.2% |
| Participant deferral / active EE | $5,766 | $3,263+76.7% | $3,536+63.1% | $3,539+62.9% |
| Admin fee / account holder | $5 | $90-94.2% | $3,840-99.9% | $142-96.3% |