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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $29,217 |
Filed as: WEALTH ADVISORY SERVICES Service code 28 · EIN 99-2539506 | Investment Management | $10,313 |
Filed as: PRINCIPAL Service code 18 · EIN 42-0127290 | Direct payment from the plan; Custodi... | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,921 | $122,219-40.3% | $147,096-50.4% | $199,921-63.5% |
| Participation rate | 97.9% | 78.3%+19.6pp | 82.2%+15.7pp | 72.0%+25.9pp |
| Annual return | 24.20% | 30.59%-6.4pp | 419.75%-395.5pp | 34.28%-10.1pp |
| Employer contribution / active EE | $5,464 | $4,096+33.4% | $4,936+10.7% | $3,035+80.0% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $47 | $179-74.0% | $13,005-99.6% | $269-82.7% |