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, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,625 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,883 | $60,454+71.8% | $81,844+26.9% | $74,459+39.5% |
| Participation rate | 72.0% | 63.0%+9.1pp | 72.4%-0.3pp | 67.2%+4.8pp |
| Annual return | 15.48% | 16.87%-1.4pp | 778.87%-763.4pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $5,504 | $2,630+109.3% | $2,916+88.7% | $2,626+109.6% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $44 | $1,490-97.0% | $7,355-99.4% | $1,945-97.7% |