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| 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 | $60,305+72.3% | $81,780+27.0% | $74,400+39.6% |
| Participation rate | 72.0% | 62.9%+9.2pp | 72.4%-0.3pp | 67.2%+4.8pp |
| Annual return | 15.48% | 16.89%-1.4pp | 776.27%-760.8pp | 1367.51%-1352.0pp |
| Employer contribution / active EE | $5,504 | $2,623+109.8% | $2,914+88.9% | $2,624+109.7% |
| Participant deferral / active EE | $0 | $3,390-100.0% | $4,321-100.0% | $4,348-100.0% |
| Admin fee / account holder | $44 | $1,484-97.0% | $7,384-99.4% | $1,944-97.7% |