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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC7+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $85,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,036 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,410 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,548 | $106,230+24.8% | $147,080-9.9% | $77,736+70.5% |
| Participation rate | 81.8% | 78.4%+3.5pp | 82.2%-0.3pp | 70.6%+11.3pp |
| Annual return | 16.25% | 56.91%-40.7pp | 420.17%-403.9pp | 31.26%-15.0pp |
| Employer contribution / active EE | $4,706 | $4,072+15.6% | $4,933-4.6% | $2,728+72.5% |
| Participant deferral / active EE | $13,829 | $8,001+72.8% | $8,066+71.4% | $4,651+197.4% |
| Admin fee / account holder | $207 | $338-38.9% | $12,989-98.4% | $433-52.3% |